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 9-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 | $13,157 | $98,750-86.7% | $149,696-91.2% | $79,858-83.5% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 15.26% | 27.43%-12.2pp | 276.60%-261.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,138 | $3,216-64.6% | $4,644-75.5% | $2,471-53.9% |
| Participant deferral / active EE | $2,534 | $5,680-55.4% | $6,842-63.0% | $3,740-32.2% |
| Admin fee / account holder | $2,275 | $6,053-62.4% | $9,309-75.6% | $5,306-57.1% |