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 | $28,060 | $198,466-85.9% | $170,442-83.5% | $147,584-81.0% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 12.21% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,652 | $6,184-73.3% | $5,433-69.6% | $4,876-66.1% |
| Participant deferral / active EE | $2,846 | $5,629-49.4% | $4,939-42.4% | $5,439-47.7% |
| Admin fee / account holder | $1,778 | $16,852-89.4% | $13,880-87.2% | $10,885-83.7% |