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 | $13,622 | $180,449-92.5% | $154,107-91.2% | $135,375-89.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.45% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,417 | $6,035-76.5% | $5,298-73.3% | $4,779-70.3% |
| Participant deferral / active EE | $2,031 | $5,806-65.0% | $5,081-60.0% | $5,609-63.8% |
| Admin fee / account holder | $433 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |