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 5-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 | $17,231 | $142,344-87.9% | $119,609-85.6% | $134,475-87.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.75% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,500 | $5,222+43.6% | $4,232+77.2% | $4,740+58.2% |
| Participant deferral / active EE | $6,355 | $6,469-1.8% | $5,602+13.4% | $6,400-0.7% |
| Admin fee / account holder | $1,195 | $13,584-91.2% | $10,323-88.4% | $11,426-89.5% |