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 | $28,813 | $86,286-66.6% | $111,297-74.1% | $85,850-66.4% |
| Participation rate | 88.5% | 73.3%+15.2pp | 77.3%+11.2pp | 69.3%+19.2pp |
| Annual return | 12.29% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,062 | $2,043-48.0% | $2,731-61.1% | $2,565-58.6% |
| Participant deferral / active EE | $2,010 | $3,641-44.8% | $4,487-55.2% | $3,952-49.1% |
| Admin fee / account holder | $1,422 | $8,188-82.6% | $7,964-82.1% | $6,260-77.3% |