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 | $16,461 | $78,672-79.1% | $109,143-84.9% | $85,850-80.8% |
| Participation rate | 93.8% | 68.3%+25.5pp | 75.9%+17.9pp | 69.3%+24.4pp |
| Annual return | 12.79% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $660 | $2,735-75.9% | $3,722-82.3% | $2,565-74.3% |
| Participant deferral / active EE | $4,022 | $3,467+16.0% | $4,653-13.6% | $3,952+1.8% |
| Admin fee / account holder | $765 | $5,469-86.0% | $6,752-88.7% | $6,260-87.8% |