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 | $11,225 | $135,952-91.7% | $123,892-90.9% | $273,961-95.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.29% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $5,526 | $5,170+6.9% | $4,617+19.7% | $4,869+13.5% |
| Participant deferral / active EE | $3,139 | $6,343-50.5% | $5,984-47.5% | $5,287-40.6% |
| Admin fee / account holder | $533 | $9,817-94.6% | $8,357-93.6% | $10,132-94.7% |