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 9-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 | $16,832 | $72,404-76.8% | $110,238-84.7% | $64,186-73.8% |
| Participation rate | 80.5% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+10.9pp |
| Annual return | 7.06% | -6.29%+13.3pp | 314.74%-307.7pp | 7.63%-0.6pp |
| Employer contribution / active EE | $1,486 | $2,282-34.9% | $3,826-61.2% | $2,381-37.6% |
| Participant deferral / active EE | $2,252 | $3,469-35.1% | $4,672-51.8% | $3,470-35.1% |
| Admin fee / account holder | $955 | $5,664-83.1% | $8,547-88.8% | $4,888-80.5% |