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 7-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 | $16,582 | $92,985-82.2% | $153,485-89.2% | $80,856-79.5% |
| Participation rate | 74.3% | 69.0%+5.3pp | 77.1%-2.8pp | 67.6%+6.6pp |
| Annual return | 16.97% | 19.95%-3.0pp | 15.65%+1.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,522 | $3,507-28.1% | $5,039-49.9% | $2,755-8.5% |
| Participant deferral / active EE | $4,273 | $5,178-17.5% | $6,757-36.8% | $4,296-0.5% |
| Admin fee / account holder | $1,064 | $8,880-88.0% | $12,724-91.6% | $6,918-84.6% |