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 | $17,446 | $158,817-89.0% | $121,196-85.6% | $135,375-87.1% |
| Participation rate | 95.0% | 79.3%+15.7pp | 71.7%+23.3pp | 82.6%+12.4pp |
| Annual return | -5.99% | -0.64%-5.4pp | 16.93%-22.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,165 | $5,665-79.4% | $4,022-71.0% | $4,779-75.6% |
| Participant deferral / active EE | $1,350 | $4,005-66.3% | $3,344-59.6% | $5,609-75.9% |
| Admin fee / account holder | $560 | $6,512-91.4% | $5,019-88.9% | $10,827-94.8% |