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 | $8,271 | $71,050-88.4% | $93,606-91.2% | $80,856-89.8% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 11.30% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,462 | $1,564-6.5% | $2,420-39.6% | $2,755-46.9% |
| Participant deferral / active EE | $3,681 | $4,034-8.7% | $4,411-16.6% | $4,296-14.3% |
| Admin fee / account holder | $2,001 | $6,945-71.2% | $8,285-75.8% | $6,918-71.1% |