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 | $15,129 | $99,341-84.8% | $84,750-82.1% | $273,961-94.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 52.74% | 22.93%+29.8pp | 22.78%+30.0pp | 41.45%+11.3pp |
| Employer contribution / active EE | $1,013 | $4,214-76.0% | $3,574-71.7% | $4,869-79.2% |
| Participant deferral / active EE | $1,217 | $4,269-71.5% | $3,712-67.2% | $5,287-77.0% |
| Admin fee / account holder | $1,206 | $6,644-81.8% | $5,332-77.4% | $10,132-88.1% |