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 | $10,598 | $176,662-94.0% | $130,648-91.9% | $152,861-93.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 11.31% | 2692.24%-2680.9pp | 1708.96%-1697.7pp | 345.32%-334.0pp |
| Employer contribution / active EE | $2,311 | $5,742-59.8% | $4,092-43.5% | $4,762-51.5% |
| Participant deferral / active EE | $1,466 | $4,361-66.4% | $3,603-59.3% | $5,850-74.9% |
| Admin fee / account holder | $768 | $7,133-89.2% | $5,464-86.0% | $11,596-93.4% |