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 | $33,649 | $197,591-83.0% | $177,821-81.1% | $158,922-78.8% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.7%-13.8pp | 82.0%-8.0pp |
| Annual return | 16.83% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,033 | $6,697-69.6% | $5,918-65.7% | $4,761-57.3% |
| Participant deferral / active EE | $3,472 | $8,405-58.7% | $7,714-55.0% | $5,982-42.0% |
| Admin fee / account holder | $5,056 | $15,399-67.2% | $12,427-59.3% | $11,246-55.0% |