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 | $8,847 | $87,733-89.9% | $106,548-91.7% | $85,850-89.7% |
| Participation rate | 84.6% | 71.9%+12.7pp | 76.1%+8.5pp | 69.3%+15.3pp |
| Annual return | 14.54% | 21.86%-7.3pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,783 | $3,469-19.8% | $4,398-36.7% | $3,952-29.6% |
| Admin fee / account holder | $2,528 | $6,767-62.6% | $7,407-65.9% | $6,260-59.6% |