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 | $7,863 | $101,069-92.2% | $81,478-90.3% | $147,584-94.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.88% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,513 | $3,205-52.8% | $2,568-41.1% | $4,876-69.0% |
| Participant deferral / active EE | $3,302 | $4,242-22.2% | $3,537-6.6% | $5,439-39.3% |
| Admin fee / account holder | $1,098 | $5,812-81.1% | $4,561-75.9% | $10,885-89.9% |