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 5-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 | $27,075 | $86,929-68.9% | $102,423-73.6% | $80,856-66.5% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.6%+26.7pp |
| Annual return | 31.93% | 18.88%+13.0pp | 29.32%+2.6pp | 35.59%-3.7pp |
| Employer contribution / active EE | $2,285 | $2,369-3.6% | $3,023-24.4% | $2,755-17.0% |
| Participant deferral / active EE | $5,171 | $4,118+25.6% | $5,053+2.3% | $4,296+20.4% |
| Admin fee / account holder | $953 | $8,049-88.2% | $9,451-89.9% | $6,918-86.2% |