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 | $21,356 | $142,405-85.0% | $115,157-81.5% | $152,861-86.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.34% | 41.48%-21.1pp | 35.60%-15.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $5,283 | $4,010+31.8% | $3,179+66.2% | $4,762+10.9% |
| Participant deferral / active EE | $2,098 | $5,164-59.4% | $4,168-49.7% | $5,850-64.1% |
| Admin fee / account holder | $349 | $8,462-95.9% | $7,088-95.1% | $11,596-97.0% |