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 | $29,654 | $86,286-65.6% | $111,297-73.4% | $85,850-65.5% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 11.65% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $879 | $2,043-57.0% | $2,731-67.8% | $2,565-65.8% |
| Participant deferral / active EE | $4,248 | $3,641+16.7% | $4,487-5.3% | $3,952+7.5% |
| Admin fee / account holder | $488 | $8,188-94.0% | $7,964-93.9% | $6,260-92.2% |