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 | $20,902 | $165,335-87.4% | $149,696-86.0% | $158,922-86.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.41% | 348.15%-320.7pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $5,114 | $5,103+0.2% | $4,644+10.1% | $4,761+7.4% |
| Participant deferral / active EE | $3,949 | $7,181-45.0% | $6,842-42.3% | $5,982-34.0% |
| Admin fee / account holder | $1,133 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |