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 | $20,030 | $118,680-83.1% | $98,907-79.7% | $158,922-87.4% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 6.78% | 372.35%-365.6pp | 196.43%-189.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,142 | $3,333-65.7% | $2,689-57.5% | $4,761-76.0% |
| Participant deferral / active EE | $1,795 | $5,088-64.7% | $4,244-57.7% | $5,982-70.0% |
| Admin fee / account holder | $1,182 | $10,131-88.3% | $6,642-82.2% | $11,246-89.5% |