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 | $17,726 | $78,422-77.4% | $95,952-81.5% | $79,858-77.8% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 27.83% | 19.37%+8.5pp | 91.61%-63.8pp | 31.71%-3.9pp |
| Employer contribution / active EE | $1,288 | $1,945-33.8% | $2,541-49.3% | $2,471-47.9% |
| Participant deferral / active EE | $2,638 | $3,440-23.3% | $4,167-36.7% | $3,740-29.5% |
| Admin fee / account holder | $792 | $5,622-85.9% | $6,795-88.3% | $5,306-85.1% |