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 | $33,221 | $90,590-63.3% | $111,297-70.2% | - |
| Participation rate | 0.0% | 76.1%-76.1pp | 77.3%-77.3pp | - |
| Annual return | 14.12% | 11.74%+2.4pp | 54.65%-40.5pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,731-100.0% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,487-100.0% | - |
| Admin fee / account holder | $1,402 | $3,379-58.5% | $7,964-82.4% | - |