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 | $27,888 | $198,466-85.9% | $170,442-83.6% | $147,584-81.1% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 32.29% | 257.29%-225.0pp | 205.93%-173.6pp | 578.55%-546.3pp |
| Employer contribution / active EE | $1,690 | $6,184-72.7% | $5,433-68.9% | $4,876-65.3% |
| Participant deferral / active EE | $3,996 | $5,629-29.0% | $4,939-19.1% | $5,439-26.5% |
| Admin fee / account holder | $1,341 | $16,852-92.0% | $13,880-90.3% | $10,885-87.7% |