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 | $30,519 | $198,466-84.6% | $170,442-82.1% | $147,584-79.3% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 20.30% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,573 | $6,184-58.4% | $5,433-52.6% | $4,876-47.2% |
| Participant deferral / active EE | $4,567 | $5,629-18.9% | $4,939-7.5% | $5,439-16.0% |
| Admin fee / account holder | $599 | $16,852-96.4% | $13,880-95.7% | $10,885-94.5% |