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 | $24,180 | $81,900-70.5% | $119,609-79.8% | $68,494-64.7% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -17.16% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,317 | $2,693-51.1% | $4,232-68.9% | $2,596-49.3% |
| Participant deferral / active EE | $4,196 | $4,148+1.2% | $5,602-25.1% | $4,027+4.2% |
| Admin fee / account holder | $1,460 | $6,582-77.8% | $10,323-85.9% | $5,403-73.0% |