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 | $13,932 | $133,922-89.6% | $116,228-88.0% | $142,382-90.2% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.6%+7.8pp | 80.1%+2.2pp |
| Annual return | 15.30% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $782 | $3,446-77.3% | $2,994-73.9% | $4,299-81.8% |
| Participant deferral / active EE | $2,608 | $5,672-54.0% | $4,953-47.4% | $6,507-59.9% |
| Admin fee / account holder | $1,068 | $14,945-92.9% | $11,989-91.1% | $12,624-91.5% |