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 | $12,435 | $72,012-82.7% | $185,823-93.3% | $79,858-84.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 20.09% | 23.12%-3.0pp | 35.95%-15.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,411 | $1,965-28.2% | $4,087-65.5% | $2,471-42.9% |
| Participant deferral / active EE | $2,779 | $3,779-26.5% | $5,632-50.7% | $3,740-25.7% |
| Admin fee / account holder | $808 | $4,513-82.1% | $9,500-91.5% | $5,306-84.8% |