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 | $14,327 | $118,450-87.9% | $98,439-85.4% | $139,434-89.7% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 18.78% | 18.94%-0.2pp | 21.16%-2.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,506 | $3,609-58.3% | $3,048-50.6% | $4,751-68.3% |
| Participant deferral / active EE | $2,650 | $5,392-50.8% | $4,738-44.1% | $6,710-60.5% |
| Admin fee / account holder | $1,388 | $14,026-90.1% | $8,948-84.5% | $11,403-87.8% |