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 | $17,565 | $112,881-84.4% | $90,951-80.7% | $158,922-88.9% |
| Participation rate | 70.6% | 74.7%-4.1pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 23.12% | 215.79%-192.7pp | 134.60%-111.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,515 | $2,893-47.6% | $2,122-28.6% | $4,761-68.2% |
| Participant deferral / active EE | $2,237 | $4,128-45.8% | $3,373-33.7% | $5,982-62.6% |
| Admin fee / account holder | $4,519 | $8,041-43.8% | $5,959-24.2% | $11,246-59.8% |