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 | $23,193 | $101,724-77.2% | $164,813-85.9% | $80,856-71.3% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 15.31% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,135 | $2,953-61.6% | $4,341-73.9% | $2,755-58.8% |
| Participant deferral / active EE | $2,750 | $4,477-38.6% | $6,031-54.4% | $4,296-36.0% |
| Admin fee / account holder | $4,663 | $8,227-43.3% | $12,690-63.3% | $6,918-32.6% |