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 | $13,462 | $165,335-91.9% | $149,696-91.0% | $158,922-91.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.77% | 348.15%-338.4pp | 276.60%-266.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,567 | $5,103-69.3% | $4,644-66.3% | $4,761-67.1% |
| Participant deferral / active EE | $4,055 | $7,181-43.5% | $6,842-40.7% | $5,982-32.2% |
| Admin fee / account holder | $5,174 | $10,807-52.1% | $9,309-44.4% | $11,246-54.0% |