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 | $11,442 | $78,672-85.5% | $109,143-89.5% | $85,850-86.7% |
| Participation rate | 90.7% | 68.3%+22.4pp | 75.9%+14.8pp | 69.3%+21.4pp |
| Annual return | 13.76% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $670 | $2,735-75.5% | $3,722-82.0% | $2,565-73.9% |
| Participant deferral / active EE | $3,410 | $3,467-1.7% | $4,653-26.7% | $3,952-13.7% |
| Admin fee / account holder | $707 | $5,469-87.1% | $6,752-89.5% | $6,260-88.7% |