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 | $14,611 | $81,908-82.2% | $90,749-83.9% | $64,808-77.5% |
| Participation rate | 92.7% | 80.5%+12.2pp | 75.7%+17.0pp | 71.5%+21.2pp |
| Annual return | -12.65% | -12.53%-0.1pp | -12.16%-0.5pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,829 | $3,065+24.9% | $2,921+31.1% | $2,506+52.8% |
| Participant deferral / active EE | $6,136 | $4,840+26.8% | $4,564+34.4% | $4,310+42.4% |
| Admin fee / account holder | $664 | $157+322.7% | $8,445-92.1% | $188+253.7% |