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 | $15,718 | $94,625-83.4% | $116,228-86.5% | $84,808-81.5% |
| Participation rate | 70.3% | 70.4%-0.2pp | 74.6%-4.3pp | 68.3%+2.0pp |
| Annual return | 21.80% | 20.40%+1.4pp | 90.06%-68.3pp | 40.90%-19.1pp |
| Employer contribution / active EE | $985 | $2,347-58.0% | $2,994-67.1% | $2,631-62.5% |
| Participant deferral / active EE | $2,340 | $3,972-41.1% | $4,953-52.8% | $4,212-44.4% |
| Admin fee / account holder | $383 | $10,091-96.2% | $11,989-96.8% | $7,344-94.8% |