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 | $7,529 | $67,411-88.8% | $91,001-91.7% | $70,131-89.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 23.47% | -40.16%+63.6pp | 4.60%+18.9pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,842 | $1,786+3.1% | $2,456-25.0% | $2,342-21.4% |
| Participant deferral / active EE | $2,516 | $2,823-10.9% | $3,547-29.1% | $3,332-24.5% |
| Admin fee / account holder | $1,520 | $4,236-64.1% | $5,417-71.9% | $4,645-67.3% |