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 | $25,571 | $91,552-72.1% | $133,956-80.9% | $79,858-68.0% |
| Participation rate | 82.2% | 73.3%+8.9pp | 79.8%+2.4pp | 69.6%+12.6pp |
| Annual return | 24.36% | 61.85%-37.5pp | 45.09%-20.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,118 | $2,384-11.2% | $3,919-46.0% | $2,471-14.3% |
| Participant deferral / active EE | $4,074 | $3,733+9.1% | $5,048-19.3% | $3,740+8.9% |
| Admin fee / account holder | $656 | $6,321-89.6% | $8,927-92.6% | $5,306-87.6% |