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 | $25,770 | $201,272-87.2% | $184,203-86.0% | $145,922-82.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.38% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,337 | $7,022-66.7% | $6,427-63.6% | $4,660-49.8% |
| Participant deferral / active EE | $3,493 | $9,806-64.4% | $9,131-61.8% | $6,688-47.8% |
| Admin fee / account holder | $1,036 | $16,364-93.7% | $13,901-92.5% | $13,397-92.3% |