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 | $22,336 | $62,586-64.3% | $76,768-70.9% | $64,186-65.2% |
| Participation rate | 90.7% | 72.8%+17.9pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -6.83% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,272 | $1,832-30.6% | $2,485-48.8% | $2,381-46.6% |
| Participant deferral / active EE | $2,910 | $3,145-7.5% | $3,852-24.5% | $3,470-16.1% |
| Admin fee / account holder | $2,038 | $4,667-56.3% | $6,675-69.5% | $4,888-58.3% |