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 | $35,052 | $100,041-65.0% | $149,718-76.6% | $70,131-50.0% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 22.21% | 27.43%-5.2pp | 1501.63%-1479.4pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,908 | $3,662-20.6% | $5,445-46.6% | $2,342+24.1% |
| Participant deferral / active EE | $5,512 | $4,983+10.6% | $6,569-16.1% | $3,332+65.4% |
| Admin fee / account holder | $1,334 | $8,286-83.9% | $11,283-88.2% | $4,645-71.3% |