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 | $22,322 | $89,753-75.1% | $107,525-79.2% | $84,808-73.7% |
| Participation rate | 97.6% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 18.99% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,029 | $3,113-34.8% | $3,754-45.9% | $2,631-22.9% |
| Participant deferral / active EE | $4,431 | $4,056+9.3% | $5,116-13.4% | $4,212+5.2% |
| Admin fee / account holder | $738 | $7,222-89.8% | $8,919-91.7% | $7,344-90.0% |