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 | $12,315 | $109,413-88.7% | $156,263-92.1% | $84,808-85.5% |
| Participation rate | 84.4% | 72.7%+11.7pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 14.23% | 20.18%-6.0pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $870 | $2,907-70.1% | $4,333-79.9% | $2,631-66.9% |
| Participant deferral / active EE | $2,067 | $4,590-55.0% | $6,158-66.4% | $4,212-50.9% |
| Admin fee / account holder | $911 | $9,357-90.3% | $14,255-93.6% | $7,344-87.6% |