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 9-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 | $16,514 | $80,673-79.5% | $101,326-83.7% | $84,808-80.5% |
| Participation rate | 91.3% | 77.8%+13.5pp | 81.5%+9.8pp | 68.3%+23.0pp |
| Annual return | 15.75% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,410 | $6,840-35.5% | $7,994-44.8% | $4,212+4.7% |
| Admin fee / account holder | $1,830 | $12,784-85.7% | $11,185-83.6% | $7,344-75.1% |