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 | $11,170 | $52,681-78.8% | $75,781-85.3% | $59,632-81.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.13% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,003 | $2,193-54.2% | $3,323-69.8% | $2,203-54.4% |
| Participant deferral / active EE | $1,009 | $2,591-61.1% | $3,651-72.4% | $3,192-68.4% |
| Admin fee / account holder | $609 | $3,610-83.1% | $5,299-88.5% | $4,297-85.8% |