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 | $8,004 | $60,124-86.7% | $90,404-91.1% | $79,858-90.0% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 20.21% | 71.94%-51.7pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $785 | $2,068-62.0% | $3,262-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $1,368 | $2,938-53.4% | $3,963-65.5% | $3,740-63.4% |
| Admin fee / account holder | $565 | $3,976-85.8% | $5,611-89.9% | $5,306-89.4% |