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 | $25,351 | $99,985-74.6% | $146,665-82.7% | $85,850-70.5% |
| Participation rate | 74.4% | 73.1%+1.3pp | 80.1%-5.7pp | 69.3%+5.0pp |
| Annual return | 11.91% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,507 | $2,559-41.1% | $4,136-63.6% | $2,565-41.3% |
| Participant deferral / active EE | $8,594 | $4,006+114.5% | $5,506+56.1% | $3,952+117.5% |
| Admin fee / account holder | $19,077 | $7,702+147.7% | $10,280+85.6% | $6,260+204.8% |