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 | $15,530 | $82,882-81.3% | $127,761-87.8% | $72,985-78.7% |
| Participation rate | 98.8% | 71.5%+27.3pp | 79.0%+19.8pp | 69.5%+29.3pp |
| Annual return | 98.37% | 32.20%+66.2pp | 26.14%+72.2pp | 81.00%+17.4pp |
| Employer contribution / active EE | $5,081 | $3,346+51.8% | $4,574+11.1% | $2,440+108.3% |
| Participant deferral / active EE | $5,352 | $4,791+11.7% | $6,021-11.1% | $3,607+48.4% |
| Admin fee / account holder | $2,347 | $6,487-63.8% | $9,395-75.0% | $5,124-54.2% |