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 | $10,276 | $226,064-95.5% | $182,532-94.4% | $152,861-93.3% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 21.78% | 192.51%-170.7pp | 148.54%-126.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,427 | $6,368-30.5% | $5,524-19.9% | $5,850-24.3% |
| Admin fee / account holder | $1,981 | $10,703-81.5% | $8,592-76.9% | $11,596-82.9% |