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 5-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 | $11,933 | $89,753-86.7% | $107,525-88.9% | $84,808-85.9% |
| Participation rate | 84.4% | 68.1%+16.4pp | 75.1%+9.4pp | 68.3%+16.1pp |
| Annual return | 19.51% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,959 | $3,113-37.1% | $3,754-47.8% | $2,631-25.5% |
| Participant deferral / active EE | $2,778 | $4,056-31.5% | $5,116-45.7% | $4,212-34.0% |
| Admin fee / account holder | $2,135 | $7,222-70.4% | $8,919-76.1% | $7,344-70.9% |