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 | $20,368 | $101,724-80.0% | $164,813-87.6% | $80,856-74.8% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 56.67% | 16.72%+40.0pp | 69.93%-13.3pp | 35.59%+21.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,896 | $4,477-13.0% | $6,031-35.4% | $4,296-9.3% |
| Admin fee / account holder | $3,797 | $8,227-53.8% | $12,690-70.1% | $6,918-45.1% |