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 | $17,204 | $98,750-82.6% | $149,696-88.5% | $79,858-78.5% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+7.9pp |
| Annual return | 22.26% | 27.43%-5.2pp | 276.60%-254.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,192 | $3,216-62.9% | $4,644-74.3% | $2,471-51.7% |
| Participant deferral / active EE | $2,906 | $5,680-48.8% | $6,842-57.5% | $3,740-22.3% |
| Admin fee / account holder | $1,019 | $6,053-83.2% | $9,309-89.1% | $5,306-80.8% |