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 8-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 | $16,951 | $755,339-97.8% | $379,746-95.5% | $158,922-89.3% |
| Participation rate | 94.7% | 81.8%+13.0pp | 78.4%+16.3pp | 82.0%+12.8pp |
| Annual return | 13.81% | 53.41%-39.6pp | 34.90%-21.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,539 | $7,938-5.0% | $6,024+25.1% | $5,982+26.0% |
| Admin fee / account holder | $2,826 | $14,482-80.5% | $7,927-64.3% | $11,246-74.9% |