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 | $14,675 | $63,346-76.8% | $92,233-84.1% | $70,131-79.1% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 20.03% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,416 | $2,471+38.3% | $3,679-7.1% | $2,342+45.8% |
| Participant deferral / active EE | $3,173 | $2,854+11.2% | $3,897-18.6% | $3,332-4.8% |
| Admin fee / account holder | $4,794 | $3,840+24.8% | $5,194-7.7% | $4,645+3.2% |