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 | $20,958 | $135,952-84.6% | $123,892-83.1% | $273,961-92.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.52% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,864 | $5,170-25.3% | $4,617-16.3% | $4,869-20.6% |
| Participant deferral / active EE | $8,070 | $6,343+27.2% | $5,984+34.9% | $5,287+52.6% |
| Admin fee / account holder | $500 | $9,817-94.9% | $8,357-94.0% | $10,132-95.1% |