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 | $21,975 | $124,319-82.3% | $111,297-80.3% | $167,490-86.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.88% | 37.44%-21.6pp | 54.65%-38.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,247 | $3,435-63.7% | $2,731-54.3% | $4,837-74.2% |
| Participant deferral / active EE | $4,540 | $5,180-12.4% | $4,487+1.2% | $6,341-28.4% |
| Admin fee / account holder | $1,674 | $10,618-84.2% | $7,964-79.0% | $12,309-86.4% |