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 | $20,526 | $89,355-77.0% | $141,162-85.5% | $72,985-71.9% |
| Participation rate | 72.5% | 75.1%-2.6pp | 82.5%-10.0pp | 69.5%+3.0pp |
| Annual return | 26.50% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,681 | $3,114-46.0% | $4,735-64.5% | $2,440-31.1% |
| Participant deferral / active EE | $6,870 | $5,418+26.8% | $6,709+2.4% | $3,607+90.4% |
| Admin fee / account holder | $1,043 | $5,958-82.5% | $10,261-89.8% | $5,124-79.7% |