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 | $20,938 | $85,766-75.6% | $136,294-84.6% | $70,131-70.1% |
| Participation rate | 76.3% | 74.2%+2.2pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 24.66% | 31.45%-6.8pp | 5155.94%-5131.3pp | 73.14%-48.5pp |
| Employer contribution / active EE | $1,750 | $2,966-41.0% | $4,695-62.7% | $2,342-25.3% |
| Participant deferral / active EE | $4,841 | $5,051-4.2% | $6,247-22.5% | $3,332+45.3% |
| Admin fee / account holder | $460 | $5,420-91.5% | $9,243-95.0% | $4,645-90.1% |