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 | $10,794 | $85,202-87.3% | $172,739-93.8% | $72,985-85.2% |
| Participation rate | 94.2% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.7pp |
| Annual return | 16.62% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,142 | $3,324-65.6% | $5,143-77.8% | $2,440-53.2% |
| Participant deferral / active EE | $1,069 | $3,260-67.2% | $5,198-79.4% | $3,607-70.4% |
| Admin fee / account holder | $1,699 | $5,884-71.1% | $13,954-87.8% | $5,124-66.8% |