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 8-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 | $15,378 | $80,968-81.0% | $96,544-84.1% | $75,163-79.5% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 17.77% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,167 | $2,282-5.0% | $2,965-26.9% | $2,670-18.8% |
| Participant deferral / active EE | $2,796 | $3,928-28.8% | $4,851-42.4% | $4,125-32.2% |
| Admin fee / account holder | $1,205 | $6,724-82.1% | $8,252-85.4% | $5,651-78.7% |