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 | $9,789 | $91,190-89.3% | $178,490-94.5% | $79,858-87.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.76% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $895 | $3,256-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $3,004 | $3,236-7.2% | $5,202-42.2% | $3,740-19.7% |
| Admin fee / account holder | $1,000 | $6,751-85.2% | $13,984-92.8% | $5,306-81.2% |