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 | $13,216 | $72,492-81.8% | $87,100-84.8% | $72,985-81.9% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 49.58% | 24.46%+25.1pp | 28.19%+21.4pp | 81.00%-31.4pp |
| Employer contribution / active EE | $981 | $1,894-48.2% | $2,521-61.1% | $2,440-59.8% |
| Participant deferral / active EE | $2,733 | $3,270-16.4% | $4,049-32.5% | $3,607-24.2% |
| Admin fee / account holder | $900 | $5,055-82.2% | $7,497-88.0% | $5,124-82.4% |