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 | $12,748 | $85,202-85.0% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 25.26% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,804 | $3,324-45.7% | $5,143-64.9% | $2,440-26.1% |
| Participant deferral / active EE | $3,428 | $3,260+5.2% | $5,198-34.0% | $3,607-5.0% |
| Admin fee / account holder | $1,245 | $5,884-78.8% | $13,954-91.1% | $5,124-75.7% |