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 | $10,287 | $52,681-80.5% | $75,781-86.4% | $59,632-82.7% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.8%+21.5pp | 68.7%+28.6pp |
| Annual return | -1.97% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,990 | $2,193+36.3% | $3,323-10.0% | $2,203+35.8% |
| Participant deferral / active EE | $3,372 | $2,591+30.2% | $3,651-7.7% | $3,192+5.7% |
| Admin fee / account holder | $458 | $3,610-87.3% | $5,299-91.4% | $4,297-89.3% |