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 | $16,977 | $112,881-85.0% | $90,951-81.3% | $158,922-89.3% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 18.12% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,688 | $2,893-41.7% | $2,122-20.5% | $4,761-64.5% |
| Participant deferral / active EE | $3,469 | $4,128-16.0% | $3,373+2.8% | $5,982-42.0% |
| Admin fee / account holder | $740 | $8,041-90.8% | $5,959-87.6% | $11,246-93.4% |