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 | $17,490 | $89,753-80.5% | $107,525-83.7% | $84,808-79.4% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 15.54% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,771 | $3,113-43.1% | $3,754-52.8% | $2,631-32.7% |
| Participant deferral / active EE | $4,593 | $4,056+13.2% | $5,116-10.2% | $4,212+9.1% |
| Admin fee / account holder | $1,387 | $7,222-80.8% | $8,919-84.4% | $7,344-81.1% |