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 | $22,996 | $176,812-87.0% | $146,665-84.3% | $167,490-86.3% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 10.80% | 24.03%-13.2pp | 22.74%-11.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,630 | $5,160-68.4% | $4,136-60.6% | $4,837-66.3% |
| Participant deferral / active EE | $2,907 | $6,440-54.9% | $5,506-47.2% | $6,341-54.2% |
| Admin fee / account holder | $10,282 | $13,259-22.5% | $10,2800% | $12,309-16.5% |