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 | $19,419 | $91,552-78.8% | $133,956-85.5% | $79,858-75.7% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.2pp |
| Annual return | 19.65% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,534 | $2,384-35.6% | $3,919-60.8% | $2,471-37.9% |
| Participant deferral / active EE | $2,296 | $3,733-38.5% | $5,048-54.5% | $3,740-38.6% |
| Admin fee / account holder | $2,219 | $6,321-64.9% | $8,927-75.1% | $5,306-58.2% |