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 5-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 | $12,558 | $73,933-83.0% | $96,683-87.0% | $75,163-83.3% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.4pp |
| Annual return | 22.43% | 26.70%-4.3pp | 35.69%-13.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,820 | $2,928-37.8% | $3,737-51.3% | $2,670-31.8% |
| Participant deferral / active EE | $2,443 | $3,659-33.2% | $4,878-49.9% | $4,125-40.8% |
| Admin fee / account holder | $328 | $5,216-93.7% | $6,730-95.1% | $5,651-94.2% |