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 7-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 | $14,546 | $142,344-89.8% | $119,609-87.8% | $134,475-89.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.15% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,474 | $5,222-52.6% | $4,232-41.5% | $4,740-47.8% |
| Participant deferral / active EE | $5,582 | $6,469-13.7% | $5,602-0.4% | $6,400-12.8% |
| Admin fee / account holder | $2,102 | $13,584-84.5% | $10,323-79.6% | $11,426-81.6% |