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 | $38,236 | $138,347-72.4% | $184,203-79.2% | $80,856-52.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 27.85% | 20.02%+7.8pp | 28.81%-1.0pp | 35.59%-7.7pp |
| Employer contribution / active EE | $3,182 | $4,850-34.4% | $6,427-50.5% | $2,755+15.5% |
| Participant deferral / active EE | $4,616 | $7,071-34.7% | $9,131-49.4% | $4,296+7.5% |
| Admin fee / account holder | $4,489 | $10,483-57.2% | $13,901-67.7% | $6,918-35.1% |