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 | $16,454 | $152,587-89.2% | $125,175-86.9% | $152,861-89.2% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.69% | 54.84%-35.2pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,761 | $4,946-64.4% | $3,865-54.4% | $4,762-63.0% |
| Participant deferral / active EE | $2,583 | $5,868-56.0% | $4,937-47.7% | $5,850-55.9% |
| Admin fee / account holder | $4,670 | $13,434-65.2% | $9,702-51.9% | $11,596-59.7% |