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 | $11,013 | $228,332-95.2% | $185,823-94.1% | $158,922-93.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.70% | 40.80%-28.1pp | 35.95%-23.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,078 | $4,967-58.2% | $4,087-49.2% | $4,761-56.4% |
| Participant deferral / active EE | $1,763 | $6,415-72.5% | $5,632-68.7% | $5,982-70.5% |
| Admin fee / account holder | $4,368 | $11,864-63.2% | $9,500-54.0% | $11,246-61.2% |