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 | $14,463 | $78,926-81.7% | $136,749-89.4% | $84,808-82.9% |
| Participation rate | 78.6% | 62.2%+16.4pp | 72.1%+6.4pp | 68.3%+10.3pp |
| Annual return | 17.69% | 18.17%-0.5pp | 24.33%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $845 | $2,134-60.4% | $3,400-75.1% | $2,631-67.9% |
| Participant deferral / active EE | $1,822 | $3,168-42.5% | $4,692-61.2% | $4,212-56.7% |
| Admin fee / account holder | $758 | $6,369-88.1% | $11,386-93.3% | $7,344-89.7% |