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 | $25,147 | $72,404-65.3% | $110,238-77.2% | $64,186-60.8% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | -5.51% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $601 | $2,282-73.6% | $3,826-84.3% | $2,381-74.7% |
| Participant deferral / active EE | $2,276 | $3,469-34.4% | $4,672-51.3% | $3,470-34.4% |
| Admin fee / account holder | $1,855 | $5,664-67.3% | $8,547-78.3% | $4,888-62.1% |