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 | $11,487 | $75,828-84.9% | $147,614-92.2% | $59,632-80.7% |
| Participation rate | 97.7% | 71.6%+26.2pp | 84.6%+13.1pp | 68.7%+29.1pp |
| Annual return | -0.90% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,597 | $3,485-54.2% | $5,564-71.3% | $2,203-27.5% |
| Participant deferral / active EE | $1,297 | $3,130-58.6% | $4,895-73.5% | $3,192-59.4% |
| Admin fee / account holder | $2,558 | $5,985-57.3% | $11,611-78.0% | $4,297-40.5% |