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 | $19,044 | $165,912-88.5% | $122,332-84.4% | $147,584-87.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 19.68% | 34.55%-14.9pp | 30.27%-10.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,217 | $5,754-78.8% | $4,050-69.9% | $4,876-75.0% |
| Participant deferral / active EE | $2,362 | $4,005-41.0% | $3,287-28.1% | $5,439-56.6% |
| Admin fee / account holder | $820 | $7,424-88.9% | $5,478-85.0% | $10,885-92.5% |