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 | $12,935 | $97,044-86.7% | $83,333-84.5% | $135,375-90.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.27% | 12.31%-10.0pp | 10.63%-8.4pp | 519.73%-517.5pp |
| Employer contribution / active EE | $2,042 | $4,143-50.7% | $3,379-39.6% | $4,779-57.3% |
| Participant deferral / active EE | $3,531 | $5,964-40.8% | $5,565-36.5% | $5,609-37.0% |
| Admin fee / account holder | $819 | $8,380-90.2% | $7,510-89.1% | $10,827-92.4% |