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 | $10,732 | $44,850-76.1% | $60,547-82.3% | $59,632-82.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.25% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,716 | $1,462+17.4% | $2,419-29.1% | $2,203-22.1% |
| Participant deferral / active EE | $1,779 | $2,230-20.2% | $3,328-46.5% | $3,192-44.3% |
| Admin fee / account holder | $443 | $3,635-87.8% | $4,536-90.2% | $4,297-89.7% |