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 | $12,093 | $165,912-92.7% | $122,332-90.1% | $147,584-91.8% |
| Participation rate | 84.2% | 79.6%+4.6pp | 71.6%+12.6pp | 82.8%+1.4pp |
| Annual return | 18.80% | 34.55%-15.7pp | 30.27%-11.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,141 | $5,754-80.2% | $4,050-71.8% | $4,876-76.6% |
| Participant deferral / active EE | $184 | $4,005-95.4% | $3,287-94.4% | $5,439-96.6% |
| Admin fee / account holder | $1,753 | $7,424-76.4% | $5,478-68.0% | $10,885-83.9% |