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 | $20,012 | $91,538-78.1% | $129,995-84.6% | $75,163-73.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.35% | -631.11%+652.5pp | -137.18%+158.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,406 | $2,845-15.5% | $4,320-44.3% | $2,670-9.9% |
| Participant deferral / active EE | $2,818 | $4,341-35.1% | $5,820-51.6% | $4,125-31.7% |
| Admin fee / account holder | $777 | $6,790-88.6% | $10,614-92.7% | $5,651-86.2% |