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 | $16,369 | $81,900-80.0% | $119,609-86.3% | $68,494-76.1% |
| Participation rate | 89.2% | 71.9%+17.3pp | 79.3%+9.9pp | 67.9%+21.3pp |
| Annual return | -17.86% | -23.82%+6.0pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $998 | $2,693-62.9% | $4,232-76.4% | $2,596-61.6% |
| Participant deferral / active EE | $2,076 | $4,148-50.0% | $5,602-62.9% | $4,027-48.5% |
| Admin fee / account holder | $1,149 | $6,582-82.5% | $10,323-88.9% | $5,403-78.7% |