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 | $5,347 | $48,230-88.9% | $67,502-92.1% | $80,856-93.4% |
| Participation rate | 84.2% | 66.4%+17.8pp | 72.9%+11.3pp | 67.6%+16.6pp |
| Annual return | 11.85% | 18.28%-6.4pp | 3512.12%-3500.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,925 | $2,020-4.7% | $2,731-29.5% | $2,755-30.1% |
| Participant deferral / active EE | $968 | $2,924-66.9% | $4,000-75.8% | $4,296-77.5% |
| Admin fee / account holder | $1,599 | $3,681-56.6% | $3,998-60.0% | $6,918-76.9% |