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 | $10,691 | $91,552-88.3% | $133,956-92.0% | $79,858-86.6% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 21.08% | 61.85%-40.8pp | 45.09%-24.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,511 | $2,384-36.6% | $3,919-61.4% | $2,471-38.9% |
| Participant deferral / active EE | $4,890 | $3,733+31.0% | $5,048-3.1% | $3,740+30.7% |
| Admin fee / account holder | $881 | $6,321-86.1% | $8,927-90.1% | $5,306-83.4% |