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 | $16,230 | $57,354-71.7% | $83,848-80.6% | $64,186-74.7% |
| Participation rate | 72.2% | 68.6%+3.6pp | 76.1%-3.9pp | 69.6%+2.7pp |
| Annual return | -6.77% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,555 | $2,545-38.9% | $3,631-57.2% | $2,381-34.7% |
| Participant deferral / active EE | $3,456 | $2,993+15.5% | $4,082-15.3% | $3,470-0.4% |
| Admin fee / account holder | $1,925 | $4,046-52.4% | $5,478-64.9% | $4,888-60.6% |