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 | $29,765 | $198,466-85.0% | $170,442-82.5% | $147,584-79.8% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 26.29% | 257.29%-231.0pp | 205.93%-179.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,035 | $6,184-67.1% | $5,433-62.5% | $4,876-58.3% |
| Participant deferral / active EE | $2,090 | $5,629-62.9% | $4,939-57.7% | $5,439-61.6% |
| Admin fee / account holder | $518 | $16,852-96.9% | $13,880-96.3% | $10,885-95.2% |