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 | $10,537 | $54,762-80.8% | $90,281-88.3% | $72,985-85.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 40.46% | 30.63%+9.8pp | 78.10%-37.6pp | 81.00%-40.5pp |
| Employer contribution / active EE | $829 | $2,092-60.4% | $2,854-71.0% | $2,440-66.0% |
| Participant deferral / active EE | $2,100 | $2,887-27.3% | $3,885-46.0% | $3,607-41.8% |
| Admin fee / account holder | $317 | $3,972-92.0% | $5,351-94.1% | $5,124-93.8% |