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 | $15,577 | $65,365-76.2% | $92,893-83.2% | $72,985-78.7% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 19.95% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $879 | $2,594-66.1% | $3,653-75.9% | $2,440-64.0% |
| Participant deferral / active EE | $3,050 | $3,128-2.5% | $4,236-28.0% | $3,607-15.5% |
| Admin fee / account holder | $427 | $4,251-90.0% | $5,794-92.6% | $5,124-91.7% |