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 | $15,221 | $140,588-89.2% | $123,104-87.6% | $125,391-87.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 29.38% | 16.80%+12.6pp | 13.22%+16.2pp | 282.22%-252.8pp |
| Employer contribution / active EE | $7,894 | $6,041+30.7% | $5,151+53.2% | $4,866+62.2% |
| Participant deferral / active EE | $4,898 | $6,980-29.8% | $6,230-21.4% | $5,352-8.5% |
| Admin fee / account holder | $4,522 | $11,198-59.6% | $9,015-49.8% | $9,540-52.6% |