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 | $31,300 | $198,466-84.2% | $170,442-81.6% | $147,584-78.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.14% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $6,127 | $6,184-0.9% | $5,433+12.8% | $4,876+25.7% |
| Participant deferral / active EE | $6,200 | $5,629+10.1% | $4,939+25.5% | $5,439+14.0% |
| Admin fee / account holder | $516 | $16,852-96.9% | $13,880-96.3% | $10,885-95.3% |