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 | $18,951 | $76,367-75.2% | $93,606-79.8% | $72,985-74.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.60% | 25.82%-4.2pp | 32.76%-11.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,438 | $2,275-36.8% | $2,718-47.1% | $2,440-41.1% |
| Participant deferral / active EE | $2,068 | $3,538-41.5% | $4,069-49.2% | $3,607-42.7% |
| Admin fee / account holder | $1,509 | $6,838-77.9% | $7,888-80.9% | $5,124-70.5% |