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 6-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 | $18,135 | $142,344-87.3% | $119,609-84.8% | $134,475-86.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | 10.75% | -12.44%+23.2pp | -14.97%+25.7pp | 417.96%-407.2pp |
| Employer contribution / active EE | $1,532 | $5,222-70.7% | $4,232-63.8% | $4,740-67.7% |
| Participant deferral / active EE | $4,458 | $6,469-31.1% | $5,602-20.4% | $6,400-30.3% |
| Admin fee / account holder | $1,581 | $13,584-88.4% | $10,323-84.7% | $11,426-86.2% |