See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,058 | $165,335-91.5% | $149,696-90.6% | $158,922-91.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 15.49% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,690 | $5,103-66.9% | $4,644-63.6% | $4,761-64.5% |
| Participant deferral / active EE | $3,715 | $7,181-48.3% | $6,842-45.7% | $5,982-37.9% |
| Admin fee / account holder | $1,525 | $10,807-85.9% | $9,309-83.6% | $11,246-86.4% |