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 | $29,921 | $198,466-84.9% | $170,442-82.4% | $147,584-79.7% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 60.24% | 257.29%-197.1pp | 205.93%-145.7pp | 578.55%-518.3pp |
| Employer contribution / active EE | $2,169 | $6,184-64.9% | $5,433-60.1% | $4,876-55.5% |
| Participant deferral / active EE | $2,883 | $5,629-48.8% | $4,939-41.6% | $5,439-47.0% |
| Admin fee / account holder | $371 | $16,852-97.8% | $13,880-97.3% | $10,885-96.6% |