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 7-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 | $15,632 | $88,707-82.4% | $74,183-78.9% | $273,961-94.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.94% | 11.94%+10.0pp | 17.74%+4.2pp | 41.45%-19.5pp |
| Employer contribution / active EE | $1,813 | $3,159-42.6% | $2,370-23.5% | $4,869-62.8% |
| Participant deferral / active EE | $1,817 | $4,212-56.9% | $3,550-48.8% | $5,287-65.6% |
| Admin fee / account holder | $961 | $8,717-89.0% | $5,586-82.8% | $10,132-90.5% |