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 6-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 | $22,369 | $98,750-77.3% | $149,696-85.1% | $79,858-72.0% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.8pp |
| Annual return | 29.65% | 27.43%+2.2pp | 276.60%-246.9pp | 31.71%-2.1pp |
| Employer contribution / active EE | $1,425 | $3,216-55.7% | $4,644-69.3% | $2,471-42.3% |
| Participant deferral / active EE | $4,191 | $5,680-26.2% | $6,842-38.7% | $3,740+12.1% |
| Admin fee / account holder | $1,396 | $6,053-76.9% | $9,309-85.0% | $5,306-73.7% |