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 | $12,704 | $127,777-90.1% | $106,548-88.1% | $167,490-92.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 15.75% | 33.87%-18.1pp | 26.80%-11.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,064 | $3,427-68.9% | $2,819-62.2% | $4,837-78.0% |
| Participant deferral / active EE | $1,827 | $5,087-64.1% | $4,398-58.5% | $6,341-71.2% |
| Admin fee / account holder | $876 | $11,228-92.2% | $7,407-88.2% | $12,309-92.9% |