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 5-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 | $32,460 | $79,171-59.0% | $102,423-68.3% | $74,495-56.4% |
| Participation rate | 79.5% | 74.8%+4.7pp | 76.5%+3.0pp | 67.2%+12.3pp |
| Annual return | 38.00% | 54.93%-16.9pp | 29.32%+8.7pp | 1364.94%-1326.9pp |
| Employer contribution / active EE | $2,114 | $2,362-10.5% | $3,023-30.1% | $2,623-19.4% |
| Participant deferral / active EE | $5,819 | $4,415+31.8% | $5,053+15.2% | $4,346+33.9% |
| Admin fee / account holder | $2,864 | $2,001+43.2% | $9,451-69.7% | $1,942+47.5% |