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 | $16,692 | $112,096-85.1% | $95,952-82.6% | $158,922-89.5% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 18.45% | 171.09%-152.6pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,396 | $3,198-56.3% | $2,541-45.0% | $4,761-70.7% |
| Participant deferral / active EE | $2,972 | $4,784-37.9% | $4,167-28.7% | $5,982-50.3% |
| Admin fee / account holder | $670 | $10,130-93.4% | $6,795-90.1% | $11,246-94.0% |