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 | $23,359 | $209,411-88.8% | $178,490-86.9% | $158,922-85.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.72% | 188.75%-182.0pp | 151.07%-144.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,616 | $5,706-54.2% | $5,011-47.8% | $4,761-45.1% |
| Participant deferral / active EE | $5,430 | $5,954-8.8% | $5,202+4.4% | $5,982-9.2% |
| Admin fee / account holder | $42,997 | $17,074+151.8% | $13,984+207.5% | $11,246+282.3% |