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 | $10,664 | $84,695-87.4% | $73,843-85.6% | $125,391-91.5% |
| Participation rate | 81.0% | 76.8%+4.2pp | 73.4%+7.5pp | 83.2%-2.2pp |
| Annual return | 0.08% | 3123.53%-3123.4pp | 2267.84%-2267.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,462 | $3,123-53.2% | $2,787-47.6% | $4,866-70.0% |
| Participant deferral / active EE | $2,923 | $3,992-26.8% | $3,583-18.4% | $5,352-45.4% |
| Admin fee / account holder | $558 | $5,691-90.2% | $4,880-88.6% | $9,540-94.1% |