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 | $22,949 | $85,766-73.2% | $136,294-83.2% | $70,131-67.3% |
| Participation rate | 70.2% | 74.2%-4.0pp | 81.9%-11.7pp | 69.5%+0.6pp |
| Annual return | 28.45% | 31.45%-3.0pp | 5155.94%-5127.5pp | 73.14%-44.7pp |
| Employer contribution / active EE | $2,285 | $2,966-23.0% | $4,695-51.3% | $2,342-2.5% |
| Participant deferral / active EE | $3,754 | $5,051-25.7% | $6,247-39.9% | $3,332+12.7% |
| Admin fee / account holder | $939 | $5,420-82.7% | $9,243-89.8% | $4,645-79.8% |