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 | $36,377 | $125,758-71.1% | $169,993-78.6% | $75,163-51.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.50% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,669 | $4,615-42.2% | $6,785-60.7% | $2,6700% |
| Participant deferral / active EE | $4,837 | $6,837-29.3% | $10,408-53.5% | $4,125+17.3% |
| Admin fee / account holder | $1,350 | $8,173-83.5% | $12,815-89.5% | $5,651-76.1% |