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 | $22,243 | $124,319-82.1% | $111,297-80.0% | $167,490-86.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.42% | 37.44%-27.0pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,456 | $3,435+29.7% | $2,731+63.1% | $4,837-7.9% |
| Participant deferral / active EE | $2,890 | $5,180-44.2% | $4,487-35.6% | $6,341-54.4% |
| Admin fee / account holder | $778 | $10,618-92.7% | $7,964-90.2% | $12,309-93.7% |