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 | $19,052 | $65,041-70.7% | $90,951-79.1% | $79,858-76.1% |
| Participation rate | 97.6% | 61.6%+36.0pp | 69.0%+28.6pp | 69.6%+27.9pp |
| Annual return | 17.64% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $353 | $1,247-71.7% | $2,122-83.4% | $2,471-85.7% |
| Participant deferral / active EE | $2,482 | $2,512-1.2% | $3,373-26.4% | $3,740-33.6% |
| Admin fee / account holder | $619 | $4,536-86.3% | $5,959-89.6% | $5,306-88.3% |