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 | $29,482 | $198,466-85.1% | $170,442-82.7% | $147,584-80.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 21.38% | 257.29%-235.9pp | 205.93%-184.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,108 | $6,184-49.7% | $5,433-42.8% | $4,876-36.3% |
| Participant deferral / active EE | $4,378 | $5,629-22.2% | $4,939-11.4% | $5,439-19.5% |
| Admin fee / account holder | $5,807 | $16,852-65.5% | $13,880-58.2% | $10,885-46.7% |