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 | $18,716 | $62,586-70.1% | $76,768-75.6% | $64,186-70.8% |
| Participation rate | 77.6% | 72.8%+4.7pp | 77.0%+0.6pp | 69.6%+8.0pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,134 | $1,832-38.1% | $2,485-54.4% | $2,381-52.4% |
| Participant deferral / active EE | $1,677 | $3,145-46.7% | $3,852-56.5% | $3,470-51.7% |
| Admin fee / account holder | $1,567 | $4,667-66.4% | $6,675-76.5% | $4,888-67.9% |