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 | $24,009 | $86,944-72.4% | $107,525-77.7% | $74,304-67.7% |
| Participation rate | 87.1% | 59.6%+27.6pp | 75.1%+12.1pp | 60.3%+26.8pp |
| Annual return | 15.40% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,551 | $2,757-43.7% | $3,754-58.7% | $2,241-30.8% |
| Participant deferral / active EE | $5,342 | $3,554+50.3% | $5,116+4.4% | $3,767+41.8% |
| Admin fee / account holder | $5,115 | $3,727+37.3% | $8,919-42.6% | $2,969+72.3% |