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 | $9,158 | $71,883-87.3% | $86,677-89.4% | $68,494-86.6% |
| Participation rate | 81.6% | 72.2%+9.3pp | 76.6%+5.0pp | 67.9%+13.7pp |
| Annual return | -18.10% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,214 | $2,173-44.1% | $2,836-57.2% | $2,596-53.2% |
| Participant deferral / active EE | $2,255 | $3,779-40.3% | $4,656-51.6% | $4,027-44.0% |
| Admin fee / account holder | $2,765 | $6,112-54.8% | $7,493-63.1% | $5,403-48.8% |