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 | $10,728 | $45,152-76.2% | $73,843-85.5% | $59,632-82.0% |
| Participation rate | 89.7% | 64.0%+25.6pp | 73.4%+16.2pp | 68.7%+21.0pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,729 | $1,902-9.1% | $2,787-38.0% | $2,203-21.5% |
| Participant deferral / active EE | $3,526 | $2,574+37.0% | $3,583-1.6% | $3,192+10.5% |
| Admin fee / account holder | $476 | $3,516-86.5% | $4,880-90.2% | $4,297-88.9% |