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 | $25,254 | $81,208-68.9% | $98,907-74.5% | $79,858-68.4% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 22.87% | 60.99%-38.1pp | 196.43%-173.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,499 | $1,960-23.5% | $2,689-44.2% | $2,471-39.3% |
| Participant deferral / active EE | $3,838 | $3,265+17.5% | $4,244-9.6% | $3,740+2.6% |
| Admin fee / account holder | $2,451 | $6,013-59.2% | $6,642-63.1% | $5,306-53.8% |