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 9-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 | $16,476 | $48,570-66.1% | $130,648-87.4% | $72,985-77.4% |
| Participation rate | 95.8% | 58.6%+37.3pp | 71.7%+24.1pp | 69.5%+26.3pp |
| Annual return | 20.38% | 38.63%-18.2pp | 1708.96%-1688.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,659 | $1,334+24.3% | $4,092-59.5% | $2,440-32.0% |
| Participant deferral / active EE | $3,218 | $2,384+35.0% | $3,603-10.7% | $3,607-10.8% |
| Admin fee / account holder | $1,066 | $3,549-70.0% | $5,464-80.5% | $5,124-79.2% |