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 | $24,198 | $109,413-77.9% | $156,263-84.5% | $84,808-71.5% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 15.49% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,439 | $2,907-50.5% | $4,333-66.8% | $2,631-45.3% |
| Participant deferral / active EE | $3,478 | $4,590-24.2% | $6,158-43.5% | $4,212-17.4% |
| Admin fee / account holder | $3,695 | $9,357-60.5% | $14,255-74.1% | $7,344-49.7% |