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 | $12,424 | $158,817-92.2% | $121,196-89.7% | $135,375-90.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.7%-0.3pp | 82.6%-11.2pp |
| Annual return | -1.04% | -0.64%-0.4pp | 16.93%-18.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,251 | $5,665-77.9% | $4,022-68.9% | $4,779-73.8% |
| Participant deferral / active EE | $1,723 | $4,005-57.0% | $3,344-48.5% | $5,609-69.3% |
| Admin fee / account holder | $1,140 | $6,512-82.5% | $5,019-77.3% | $10,827-89.5% |