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 5-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 | $15,653 | $86,929-82.0% | $102,423-84.7% | $80,856-80.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 16.33% | 18.88%-2.5pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,204 | $2,369-7.0% | $3,023-27.1% | $2,755-20.0% |
| Participant deferral / active EE | $3,735 | $4,118-9.3% | $5,053-26.1% | $4,296-13.0% |
| Admin fee / account holder | $2,661 | $8,049-66.9% | $9,451-71.8% | $6,918-61.5% |