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 | $11,275 | $77,813-85.5% | $123,544-90.9% | $64,186-82.4% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.3%+2.6pp | 69.6%+15.3pp |
| Annual return | -0.20% | 12.48%-12.7pp | 119.20%-119.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,414 | $3,014-53.1% | $4,628-69.4% | $2,381-40.6% |
| Participant deferral / active EE | $3,847 | $5,240-26.6% | $6,426-40.1% | $3,470+10.9% |
| Admin fee / account holder | $614 | $5,519-88.9% | $9,284-93.4% | $4,888-87.4% |