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 | $18,109 | $80,753-77.6% | $136,294-86.7% | $62,292-70.9% |
| Participation rate | 73.8% | 73.5%+0.2pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 26.68% | 35.83%-9.2pp | 5155.94%-5129.3pp | 28.90%-2.2pp |
| Employer contribution / active EE | $1,223 | $2,884-57.6% | $4,695-74.0% | $2,042-40.1% |
| Participant deferral / active EE | $3,782 | $5,164-26.8% | $6,247-39.5% | $3,169+19.3% |
| Admin fee / account holder | $3,747 | $525+613.1% | $9,243-59.5% | $479+681.7% |