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 | $17,074 | $64,707-73.6% | $112,228-84.8% | $68,494-75.1% |
| Participation rate | 87.3% | 67.2%+20.2pp | 75.1%+12.2pp | 67.9%+19.4pp |
| Annual return | -18.58% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,792 | $2,746+1.7% | $3,635-23.2% | $2,596+7.5% |
| Participant deferral / active EE | $2,238 | $3,565-37.2% | $4,728-52.7% | $4,027-44.4% |
| Admin fee / account holder | $2,247 | $5,232-57.1% | $6,410-64.9% | $5,403-58.4% |