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 | $14,223 | $117,841-87.9% | $102,423-86.1% | $145,922-90.3% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 27.91% | 31.65%-3.7pp | 29.32%-1.4pp | 561.29%-533.4pp |
| Employer contribution / active EE | $1,658 | $3,615-54.1% | $3,023-45.2% | $4,660-64.4% |
| Participant deferral / active EE | $2,664 | $5,731-53.5% | $5,053-47.3% | $6,688-60.2% |
| Admin fee / account holder | $710 | $13,326-94.7% | $9,451-92.5% | $13,397-94.7% |