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 | $21,122 | $168,632-87.5% | $147,614-85.7% | $125,391-83.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 7.90% | 77.65%-69.7pp | 61.98%-54.1pp | 282.22%-274.3pp |
| Employer contribution / active EE | $9,014 | $6,252+44.2% | $5,564+62.0% | $4,866+85.2% |
| Participant deferral / active EE | $4,150 | $5,507-24.6% | $4,895-15.2% | $5,352-22.5% |
| Admin fee / account holder | $700 | $13,580-94.8% | $11,611-94.0% | $9,540-92.7% |