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 6-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 | $5,910 | $45,863-87.1% | $77,024-92.3% | $68,494-91.4% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -19.62% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.8pp |
| Employer contribution / active EE | $881 | $1,650-46.6% | $2,812-68.7% | $2,596-66.1% |
| Participant deferral / active EE | $4,145 | $2,962+39.9% | $4,426-6.4% | $4,027+2.9% |
| Admin fee / account holder | $1,033 | $3,041-66.0% | $5,425-81.0% | $5,403-80.9% |