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 | $12,029 | $81,208-85.2% | $98,907-87.8% | $79,858-84.9% |
| Participation rate | 86.5% | 72.5%+14.0pp | 76.0%+10.5pp | 69.6%+16.9pp |
| Annual return | 33.98% | 60.99%-27.0pp | 196.43%-162.4pp | 31.71%+2.3pp |
| Employer contribution / active EE | $1,661 | $1,960-15.2% | $2,689-38.2% | $2,471-32.8% |
| Participant deferral / active EE | $3,196 | $3,265-2.1% | $4,244-24.7% | $3,740-14.6% |
| Admin fee / account holder | $706 | $6,013-88.3% | $6,642-89.4% | $5,306-86.7% |