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 | $17,688 | $71,050-75.1% | $93,606-81.1% | $80,856-78.1% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 11.89% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,095 | $1,564-30.0% | $2,420-54.7% | $2,755-60.2% |
| Participant deferral / active EE | $6,037 | $4,034+49.7% | $4,411+36.9% | $4,296+40.5% |
| Admin fee / account holder | $3,505 | $6,945-49.5% | $8,285-57.7% | $6,918-49.3% |