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 | $21,073 | $102,317-79.4% | $146,958-85.7% | $80,856-73.9% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.2%-10.9pp | 67.6%+3.6pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,147 | $3,713-69.1% | $4,933-76.7% | $2,755-58.4% |
| Participant deferral / active EE | $3,654 | $6,644-45.0% | $8,070-54.7% | $4,296-14.9% |
| Admin fee / account holder | $1,070 | $7,941-86.5% | $12,998-91.8% | $6,918-84.5% |