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 | $26,963 | $78,422-65.6% | $95,952-71.9% | $79,858-66.2% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 17.92% | 19.37%-1.5pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $947 | $1,945-51.3% | $2,541-62.7% | $2,471-61.7% |
| Participant deferral / active EE | $2,911 | $3,440-15.4% | $4,167-30.1% | $3,740-22.2% |
| Admin fee / account holder | $2,472 | $5,622-56.0% | $6,795-63.6% | $5,306-53.4% |