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 | $24,482 | $91,552-73.3% | $133,956-81.7% | $79,858-69.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.79% | 61.85%-42.1pp | 45.09%-25.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,048 | $2,384-14.1% | $3,919-47.7% | $2,471-17.1% |
| Participant deferral / active EE | $2,524 | $3,733-32.4% | $5,048-50.0% | $3,740-32.5% |
| Admin fee / account holder | $1,098 | $6,321-82.6% | $8,927-87.7% | $5,306-79.3% |