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 | $22,091 | $162,781-86.4% | $133,956-83.5% | $158,922-86.1% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 18.18% | 41.94%-23.8pp | 45.09%-26.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,213 | $4,975-55.5% | $3,919-43.5% | $4,761-53.5% |
| Participant deferral / active EE | $6,181 | $5,911+4.6% | $5,048+22.4% | $5,982+3.3% |
| Admin fee / account holder | $2,752 | $11,736-76.6% | $8,927-69.2% | $11,246-75.5% |