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 | $12,182 | $109,881-88.9% | $150,045-91.9% | $84,808-85.6% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 22.35% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $3,677 | $3,561+3.2% | $4,693-21.7% | $2,631+39.7% |
| Participant deferral / active EE | $4,772 | $6,636-28.1% | $7,997-40.3% | $4,212+13.3% |
| Admin fee / account holder | $1,221 | $8,568-85.7% | $13,435-90.9% | $7,344-83.4% |