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 | $9,682 | $43,327-77.7% | $59,878-83.8% | $64,186-84.9% |
| Participation rate | 72.2% | 69.2%+3.1pp | 74.7%-2.5pp | 69.6%+2.7pp |
| Annual return | -5.57% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,500 | $2,546-1.8% | $3,402-26.5% | $3,470-28.0% |
| Admin fee / account holder | $1,590 | $3,005-47.1% | $3,590-55.7% | $4,888-67.5% |