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 | $16,308 | $198,466-91.8% | $170,442-90.4% | $147,584-89.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.49% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,218 | $6,184-48.0% | $5,433-40.8% | $4,876-34.0% |
| Participant deferral / active EE | $3,454 | $5,629-38.6% | $4,939-30.1% | $5,439-36.5% |
| Admin fee / account holder | $533 | $16,852-96.8% | $13,880-96.2% | $10,885-95.1% |