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 | $16,575 | $72,404-77.1% | $110,238-85.0% | $64,186-74.2% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.1pp | 69.6%+4.1pp |
| Annual return | 1.20% | -6.29%+7.5pp | 314.74%-313.5pp | 7.63%-6.4pp |
| Employer contribution / active EE | $1,742 | $2,282-23.7% | $3,826-54.5% | $2,381-26.8% |
| Participant deferral / active EE | $3,765 | $3,469+8.5% | $4,672-19.4% | $3,470+8.5% |
| Admin fee / account holder | $4,888 | $5,664-13.7% | $8,547-42.8% | $4,8880% |