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 | $15,394 | $58,523-73.7% | $99,443-84.5% | $72,985-78.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 25.14% | 28.51%-3.4pp | 30.72%-5.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,662 | $1,512+76.0% | $2,540+4.8% | $2,440+9.1% |
| Participant deferral / active EE | $1,897 | $2,606-27.2% | $3,619-47.6% | $3,607-47.4% |
| Admin fee / account holder | $605 | $4,102-85.3% | $6,250-90.3% | $5,124-88.2% |