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 | $24,555 | $101,724-75.9% | $164,813-85.1% | $80,856-69.6% |
| Participation rate | 70.7% | 71.8%-1.1pp | 78.6%-7.9pp | 67.6%+3.1pp |
| Annual return | 194.36% | 16.72%+177.6pp | 69.93%+124.4pp | 35.59%+158.8pp |
| Employer contribution / active EE | $6,275 | $2,953+112.5% | $4,341+44.6% | $2,755+127.8% |
| Participant deferral / active EE | $7,213 | $4,477+61.1% | $6,031+19.6% | $4,296+67.9% |
| Admin fee / account holder | $6,025 | $8,227-26.8% | $12,690-52.5% | $6,918-12.9% |