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 | $16,386 | $127,386-87.1% | $115,037-85.8% | $125,391-86.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.68% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,617 | $5,166-68.7% | $4,608-64.9% | $4,866-66.8% |
| Participant deferral / active EE | $3,998 | $6,423-37.7% | $6,026-33.7% | $5,352-25.3% |
| Admin fee / account holder | $1,886 | $9,516-80.2% | $8,175-76.9% | $9,540-80.2% |