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 | $39,797 | $137,414-71.0% | $189,513-79.0% | $85,850-53.6% |
| Participation rate | 89.2% | 84.6%+4.6pp | 87.8%+1.4pp | 69.3%+19.9pp |
| Annual return | 11.85% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,597 | $6,260-42.5% | $8,221-56.3% | $3,952-9.0% |
| Admin fee / account holder | $3,258 | $8,630-62.2% | $12,045-73.0% | $6,260-48.0% |