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 | $17,138 | $63,346-72.9% | $92,233-81.4% | $70,131-75.6% |
| Participation rate | 90.5% | 68.7%+21.8pp | 76.5%+14.0pp | 69.5%+20.9pp |
| Annual return | 24.21% | 530.12%-505.9pp | 176.28%-152.1pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,523 | $2,471+2.1% | $3,679-31.4% | $2,342+7.7% |
| Participant deferral / active EE | $4,054 | $2,854+42.0% | $3,897+4.0% | $3,332+21.7% |
| Admin fee / account holder | $1,206 | $3,840-68.6% | $5,194-76.8% | $4,645-74.0% |