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 | $9,878 | $53,596-81.6% | $90,645-89.1% | $64,186-84.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -4.92% | 4.41%-9.3pp | 1.88%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,415 | $1,503+60.7% | $2,532-4.6% | $2,381+1.4% |
| Participant deferral / active EE | $2,300 | $2,459-6.4% | $3,425-32.8% | $3,470-33.7% |
| Admin fee / account holder | $1,201 | $3,868-69.0% | $4,994-76.0% | $4,888-75.4% |