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 | $11,402 | $62,573-81.8% | $85,682-86.7% | $85,850-86.7% |
| Participation rate | 89.8% | 61.1%+28.6pp | 69.9%+19.9pp | 69.3%+20.5pp |
| Annual return | 12.00% | 23.77%-11.8pp | 21.49%-9.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,079 | $2,802-25.8% | $3,923-47.0% | $3,952-47.4% |
| Admin fee / account holder | $2,268 | $4,640-51.1% | $6,873-67.0% | $6,260-63.8% |