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 | $17,243 | $74,927-77.0% | $101,794-83.1% | $84,808-79.7% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.2%+20.8pp | 68.3%+21.7pp |
| Annual return | 15.45% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $381 | $1,522-75.0% | $2,289-83.4% | $2,631-85.5% |
| Participant deferral / active EE | $3,922 | $3,099+26.6% | $4,084-4.0% | $4,212-6.9% |
| Admin fee / account holder | $651 | $6,514-90.0% | $8,777-92.6% | $7,344-91.1% |