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 | $28,009 | $99,985-72.0% | $146,665-80.9% | $85,850-67.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.65% | 18.93%-6.3pp | 22.74%-10.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,833 | $2,559+10.7% | $4,136-31.5% | $2,565+10.4% |
| Participant deferral / active EE | $3,548 | $4,006-11.4% | $5,506-35.6% | $3,952-10.2% |
| Admin fee / account holder | $367 | $7,702-95.2% | $10,280-96.4% | $6,260-94.1% |