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 | $16,714 | $152,587-89.0% | $125,175-86.6% | $152,861-89.1% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 22.15% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,212 | $4,946-75.5% | $3,865-68.6% | $4,762-74.5% |
| Participant deferral / active EE | $3,341 | $5,868-43.1% | $4,937-32.3% | $5,850-42.9% |
| Admin fee / account holder | $8,268 | $13,434-38.5% | $9,702-14.8% | $11,596-28.7% |