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 | $20,844 | $183,963-88.7% | $162,163-87.1% | $152,861-86.4% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.4%-4.2pp |
| Annual return | 19.06% | 150.76%-131.7pp | 115.59%-96.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,652 | $6,371-74.1% | $5,614-70.6% | $4,762-65.3% |
| Participant deferral / active EE | $3,600 | $8,034-55.2% | $7,298-50.7% | $5,850-38.5% |
| Admin fee / account holder | $5,542 | $13,121-57.8% | $10,843-48.9% | $11,596-52.2% |