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 | $29,801 | $209,411-85.8% | $178,490-83.3% | $158,922-81.2% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 30.53% | 188.75%-158.2pp | 151.07%-120.5pp | 302.83%-272.3pp |
| Employer contribution / active EE | $1,694 | $5,706-70.3% | $5,011-66.2% | $4,761-64.4% |
| Participant deferral / active EE | $10,939 | $5,954+83.7% | $5,202+110.3% | $5,982+82.9% |
| Admin fee / account holder | $45,885 | $17,074+168.7% | $13,984+228.1% | $11,246+308.0% |