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 | $17,381 | $77,813-77.7% | $123,544-85.9% | $64,186-72.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.96% | 12.48%-19.4pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,961 | $3,014-1.8% | $4,628-36.0% | $2,381+24.4% |
| Participant deferral / active EE | $4,653 | $5,240-11.2% | $6,426-27.6% | $3,470+34.1% |
| Admin fee / account holder | $1,780 | $5,519-67.8% | $9,284-80.8% | $4,888-63.6% |