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 | $15,491 | $70,475-78.0% | $100,516-84.6% | $79,858-80.6% |
| Participation rate | 82.9% | 73.7%+9.2pp | 79.4%+3.5pp | 69.6%+13.2pp |
| Annual return | 18.13% | 21.90%-3.8pp | 30.89%-12.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,594 | $5,181-49.9% | $6,270-58.6% | $3,740-30.7% |
| Admin fee / account holder | $589 | $4,478-86.9% | $8,081-92.7% | $5,306-88.9% |