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 | $23,066 | $81,208-71.6% | $98,907-76.7% | $79,858-71.1% |
| Participation rate | 81.0% | 72.5%+8.4pp | 76.0%+4.9pp | 69.6%+11.3pp |
| Annual return | 34.84% | 60.99%-26.2pp | 196.43%-161.6pp | 31.71%+3.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,145 | $3,265+180.1% | $4,244+115.5% | $3,740+144.5% |
| Admin fee / account holder | $6,931 | $6,013+15.3% | $6,642+4.4% | $5,306+30.6% |