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 | $16,826 | $63,346-73.4% | $92,233-81.8% | $70,131-76.0% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 22.93% | 530.12%-507.2pp | 176.28%-153.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $3,887 | $2,471+57.3% | $3,679+5.7% | $2,342+66.0% |
| Participant deferral / active EE | $2,893 | $2,854+1.4% | $3,897-25.8% | $3,332-13.2% |
| Admin fee / account holder | $724 | $3,840-81.1% | $5,194-86.1% | $4,645-84.4% |