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 | $22,457 | $83,477-73.1% | $125,175-82.1% | $72,985-69.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 17.96% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,237 | $2,345-4.6% | $3,865-42.1% | $2,440-8.3% |
| Participant deferral / active EE | $3,183 | $3,585-11.2% | $4,937-35.5% | $3,607-11.8% |
| Admin fee / account holder | $2,790 | $5,517-49.4% | $9,702-71.2% | $5,124-45.6% |