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 9-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 | $22,963 | $98,750-76.7% | $149,696-84.7% | $79,858-71.2% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 17.77% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,311 | $3,216-28.2% | $4,644-50.2% | $2,471-6.5% |
| Participant deferral / active EE | $10,781 | $5,680+89.8% | $6,842+57.6% | $3,740+188.3% |
| Admin fee / account holder | $8,673 | $6,053+43.3% | $9,309-6.8% | $5,306+63.4% |