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 | $33,216 | $197,591-83.2% | $177,821-81.3% | $158,922-79.1% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.7%-8.8pp | 82.0%-3.0pp |
| Annual return | 12.30% | 58.76%-46.5pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $6,640 | $6,697-0.9% | $5,918+12.2% | $4,761+39.5% |
| Participant deferral / active EE | $9,105 | $8,405+8.3% | $7,714+18.0% | $5,982+52.2% |
| Admin fee / account holder | $4,353 | $15,399-71.7% | $12,427-65.0% | $11,246-61.3% |