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 | $20,752 | $87,013-76.2% | $106,213-80.5% | $80,856-74.3% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.6%+27.1pp |
| Annual return | 16.65% | 17.05%-0.4pp | 116.14%-99.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,632 | $2,395+9.9% | $3,171-17.0% | $2,755-4.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,117 | $8,431-86.8% | $11,033-89.9% | $6,918-83.9% |