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 | $24,497 | $152,587-83.9% | $125,175-80.4% | $152,861-84.0% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 22.99% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,239 | $4,946-14.3% | $3,865+9.7% | $4,762-11.0% |
| Participant deferral / active EE | $7,210 | $5,868+22.9% | $4,937+46.0% | $5,850+23.2% |
| Admin fee / account holder | $3,640 | $13,434-72.9% | $9,702-62.5% | $11,596-68.6% |