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 | $7,199 | $59,839-88.0% | $81,983-91.2% | $79,858-91.0% |
| Participation rate | 88.5% | 61.6%+26.8pp | 69.2%+19.2pp | 69.6%+18.8pp |
| Annual return | 19.80% | 17.56%+2.2pp | 41.31%-21.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,448 | $1,713-15.5% | $2,498-42.0% | $2,471-41.4% |
| Participant deferral / active EE | $1,568 | $2,695-41.8% | $3,722-57.9% | $3,740-58.1% |
| Admin fee / account holder | $1,128 | $4,287-73.7% | $5,664-80.1% | $5,306-78.7% |