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 9-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 | $14,294 | $52,681-72.9% | $75,781-81.1% | $59,632-76.0% |
| Participation rate | 96.9% | 67.2%+29.6pp | 75.8%+21.1pp | 68.7%+28.2pp |
| Annual return | -1.51% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,912 | $2,193+78.4% | $3,323+17.7% | $2,203+77.6% |
| Participant deferral / active EE | $2,172 | $2,591-16.2% | $3,651-40.5% | $3,192-31.9% |
| Admin fee / account holder | $987 | $3,610-72.7% | $5,299-81.4% | $4,297-77.0% |