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 | $31,445 | $95,803-67.2% | $113,168-72.2% | $84,808-62.9% |
| Participation rate | 93.4% | 72.9%+20.6pp | 76.6%+16.9pp | 68.3%+25.1pp |
| Annual return | 23.42% | 25.00%-1.6pp | 24.27%-0.8pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,539 | $2,360+7.6% | $2,975-14.7% | $2,631-3.5% |
| Participant deferral / active EE | $4,137 | $4,242-2.5% | $5,107-19.0% | $4,212-1.8% |
| Admin fee / account holder | $6,647 | $8,989-26.1% | $12,068-44.9% | $7,344-9.5% |