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 | $16,742 | $112,096-85.1% | $95,952-82.6% | $158,922-89.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.30% | 171.09%-153.8pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,956 | $3,198-7.6% | $2,541+16.3% | $4,761-37.9% |
| Participant deferral / active EE | $5,419 | $4,784+13.3% | $4,167+30.1% | $5,982-9.4% |
| Admin fee / account holder | $1,271 | $10,130-87.5% | $6,795-81.3% | $11,246-88.7% |