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 | $12,898 | $78,672-83.6% | $109,143-88.2% | $85,850-85.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.67% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,438 | $2,735-10.9% | $3,722-34.5% | $2,565-5.0% |
| Participant deferral / active EE | $2,387 | $3,467-31.2% | $4,653-48.7% | $3,952-39.6% |
| Admin fee / account holder | $953 | $5,469-82.6% | $6,752-85.9% | $6,260-84.8% |