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 6-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 | $29,789 | $86,944-65.7% | $107,525-72.3% | $74,304-59.9% |
| Participation rate | 92.5% | 59.6%+32.9pp | 75.1%+17.4pp | 60.3%+32.1pp |
| Annual return | 48.05% | 23.52%+24.5pp | 181.32%-133.3pp | 29.43%+18.6pp |
| Employer contribution / active EE | $1,645 | $2,757-40.3% | $3,754-56.2% | $2,241-26.6% |
| Participant deferral / active EE | $4,752 | $3,554+33.7% | $5,116-7.1% | $3,767+26.1% |
| Admin fee / account holder | $1,365 | $3,727-63.4% | $8,919-84.7% | $2,969-54.0% |