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 | $19,872 | $81,900-75.7% | $119,609-83.4% | $68,494-71.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.29% | -23.82%+6.5pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,256 | $2,693-16.3% | $4,232-46.7% | $2,596-13.1% |
| Participant deferral / active EE | $4,688 | $4,148+13.0% | $5,602-16.3% | $4,027+16.4% |
| Admin fee / account holder | $3,014 | $6,582-54.2% | $10,323-70.8% | $5,403-44.2% |