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 | $13,431 | $53,777-75.0% | $134,143-90.0% | $79,858-83.2% |
| Participation rate | 87.9% | 58.8%+29.1pp | 72.2%+15.7pp | 69.6%+18.2pp |
| Annual return | 20.51% | 19.01%+1.5pp | 36.33%-15.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,990 | $2,420+64.9% | $3,499+14.0% | $3,740+6.7% |
| Admin fee / account holder | $429 | $3,984-89.2% | $6,684-93.6% | $5,306-91.9% |