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 8-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 | $10,703 | $73,933-85.5% | $96,683-88.9% | $75,163-85.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.14% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,378 | $2,928-52.9% | $3,737-63.1% | $2,670-48.4% |
| Participant deferral / active EE | $2,503 | $3,659-31.6% | $4,878-48.7% | $4,125-39.3% |
| Admin fee / account holder | $525 | $5,216-89.9% | $6,730-92.2% | $5,651-90.7% |