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 | $11,192 | $102,616-89.1% | $81,983-86.3% | $158,922-93.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.2%+26.0pp | 82.0%+13.3pp |
| Annual return | 15.73% | 61.04%-45.3pp | 41.31%-25.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,731 | $3,240-46.6% | $2,498-30.7% | $4,761-63.6% |
| Participant deferral / active EE | $3,035 | $4,648-34.7% | $3,722-18.5% | $5,982-49.3% |
| Admin fee / account holder | $1,874 | $8,235-77.2% | $5,664-66.9% | $11,246-83.3% |