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 | $15,867 | $99,341-84.0% | $84,750-81.3% | $273,961-94.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 18.09% | 22.93%-4.8pp | 22.78%-4.7pp | 41.45%-23.4pp |
| Employer contribution / active EE | $5,272 | $4,214+25.1% | $3,574+47.5% | $4,869+8.3% |
| Participant deferral / active EE | $3,530 | $4,269-17.3% | $3,712-4.9% | $5,287-33.2% |
| Admin fee / account holder | $1,653 | $6,644-75.1% | $5,332-69.0% | $10,132-83.7% |