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 | $18,622 | $93,182-80.0% | $146,665-87.3% | $79,386-76.5% |
| Participation rate | 73.1% | 76.4%-3.4pp | 80.1%-7.0pp | 70.7%+2.4pp |
| Annual return | 15.16% | 21.61%-6.5pp | 22.74%-7.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,402 | $2,420-42.1% | $4,136-66.1% | $2,427-42.2% |
| Participant deferral / active EE | $2,390 | $4,169-42.7% | $5,506-56.6% | $4,046-40.9% |
| Admin fee / account holder | $2,627 | $585+349.0% | $10,280-74.4% | $626+319.3% |