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 | $20,296 | $138,065-85.3% | $123,544-83.6% | $135,375-85.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.06% | 153.68%-158.7pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,712 | $5,151-66.8% | $4,628-63.0% | $4,779-64.2% |
| Participant deferral / active EE | $4,833 | $6,799-28.9% | $6,426-24.8% | $5,609-13.8% |
| Admin fee / account holder | $1,379 | $10,916-87.4% | $9,284-85.1% | $10,827-87.3% |