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 | $22,929 | $72,492-68.4% | $87,100-73.7% | $72,985-68.6% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 25.09% | 24.46%+0.6pp | 28.19%-3.1pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,241 | $1,894+123.9% | $2,521+68.2% | $2,440+73.8% |
| Participant deferral / active EE | $5,016 | $3,270+53.4% | $4,049+23.9% | $3,607+39.0% |
| Admin fee / account holder | $2,207 | $5,055-56.3% | $7,497-70.6% | $5,124-56.9% |