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 | $14,236 | $81,900-82.6% | $119,609-88.1% | $68,494-79.2% |
| Participation rate | 80.5% | 71.9%+8.6pp | 79.3%+1.2pp | 67.9%+12.6pp |
| Annual return | -14.76% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,797 | $2,693-33.3% | $4,232-57.5% | $2,596-30.8% |
| Participant deferral / active EE | $5,773 | $4,148+39.2% | $5,602+3.0% | $4,027+43.3% |
| Admin fee / account holder | $562 | $6,582-91.5% | $10,323-94.6% | $5,403-89.6% |