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 | $39,714 | $96,484-58.8% | $156,263-74.6% | $74,304-46.6% |
| Participation rate | 86.3% | 67.7%+18.6pp | 78.9%+7.4pp | 60.3%+25.9pp |
| Annual return | 19.21% | 17.73%+1.5pp | 59.47%-40.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,051 | $2,528-58.4% | $4,333-75.7% | $2,241-53.1% |
| Participant deferral / active EE | $2,810 | $4,286-34.4% | $6,158-54.4% | $3,767-25.4% |
| Admin fee / account holder | $1,618 | $3,728-56.6% | $14,255-88.7% | $2,969-45.5% |