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 9-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 | $9,791 | $101,724-90.4% | $164,813-94.1% | $80,856-87.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.53% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,510 | $2,953-48.9% | $4,341-65.2% | $2,755-45.2% |
| Participant deferral / active EE | $2,372 | $4,477-47.0% | $6,031-60.7% | $4,296-44.8% |
| Admin fee / account holder | $569 | $8,227-93.1% | $12,690-95.5% | $6,918-91.8% |