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 | $21,737 | $78,672-72.4% | $109,143-80.1% | $85,850-74.7% |
| Participation rate | 81.4% | 68.3%+13.1pp | 75.9%+5.5pp | 69.3%+12.1pp |
| Annual return | 12.17% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,053 | $2,735-61.5% | $3,722-71.7% | $2,565-59.0% |
| Participant deferral / active EE | $3,195 | $3,467-7.9% | $4,653-31.3% | $3,952-19.2% |
| Admin fee / account holder | $491 | $5,469-91.0% | $6,752-92.7% | $6,260-92.2% |