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 | $12,896 | $89,355-85.6% | $141,162-90.9% | $72,985-82.3% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 160.19% | 111.85%+48.3pp | 71.39%+88.8pp | 81.00%+79.2pp |
| Employer contribution / active EE | $1,761 | $3,114-43.4% | $4,735-62.8% | $2,440-27.8% |
| Participant deferral / active EE | $5,818 | $5,418+7.4% | $6,709-13.3% | $3,607+61.3% |
| Admin fee / account holder | $1,643 | $5,958-72.4% | $10,261-84.0% | $5,124-67.9% |