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 | $13,258 | $85,202-84.4% | $172,739-92.3% | $72,985-81.8% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 27.36% | 27.32%0pp | 802.84%-775.5pp | 81.00%-53.6pp |
| Employer contribution / active EE | $1,015 | $3,324-69.5% | $5,143-80.3% | $2,440-58.4% |
| Participant deferral / active EE | $4,967 | $3,260+52.4% | $5,198-4.4% | $3,607+37.7% |
| Admin fee / account holder | $2,946 | $5,884-49.9% | $13,954-78.9% | $5,124-42.5% |