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 | $129,736 | $270,399-52.0% | $209,409-38.0% | $357,791-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 15.02% | 194.89%-179.9pp | 159.49%-144.5pp | 396.79%-381.8pp |
| Employer contribution / active EE | $6,227 | $6,982-10.8% | $5,035+23.7% | $7,508-17.1% |
| Participant deferral / active EE | $7,798 | $4,606+69.3% | $4,230+84.4% | $5,521+41.3% |
| Admin fee / account holder | $12,951 | $18,969-31.7% | $16,474-21.4% | $28,387-54.4% |