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 | $15,426 | $81,208-81.0% | $98,907-84.4% | $79,858-80.7% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 17.45% | 60.99%-43.5pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $486 | $1,960-75.2% | $2,689-81.9% | $2,471-80.3% |
| Participant deferral / active EE | $3,549 | $3,265+8.7% | $4,244-16.4% | $3,740-5.1% |
| Admin fee / account holder | $547 | $6,013-90.9% | $6,642-91.8% | $5,306-89.7% |