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 | $9,721 | $98,750-90.2% | $149,696-93.5% | $79,858-87.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 12.48% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,485 | $3,216-53.8% | $4,644-68.0% | $2,471-39.9% |
| Participant deferral / active EE | $2,704 | $5,680-52.4% | $6,842-60.5% | $3,740-27.7% |
| Admin fee / account holder | $2,650 | $6,053-56.2% | $9,309-71.5% | $5,306-50.1% |