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 | $18,120 | $78,422-76.9% | $95,952-81.1% | $79,858-77.3% |
| Participation rate | 86.9% | 73.5%+13.4pp | 77.1%+9.8pp | 69.6%+17.3pp |
| Annual return | 25.09% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,743 | $1,945-10.4% | $2,541-31.4% | $2,471-29.5% |
| Participant deferral / active EE | $4,175 | $3,440+21.4% | $4,167+0.2% | $3,740+11.6% |
| Admin fee / account holder | $603 | $5,622-89.3% | $6,795-91.1% | $5,306-88.6% |