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 | $11,921 | $68,547-82.6% | $120,354-90.1% | $80,856-85.3% |
| Participation rate | 87.5% | 61.6%+25.9pp | 71.9%+15.6pp | 67.6%+19.9pp |
| Annual return | 14.57% | 23.60%-9.0pp | 107.15%-92.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,053 | $2,051-48.6% | $3,463-69.6% | $2,755-61.8% |
| Participant deferral / active EE | $2,746 | $3,173-13.5% | $4,991-45.0% | $4,296-36.1% |
| Admin fee / account holder | $588 | $5,732-89.7% | $9,423-93.8% | $6,918-91.5% |