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 | $6,024 | $54,350-88.9% | $82,719-92.7% | $68,494-91.2% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.0pp | 67.9%+24.7pp |
| Annual return | -3.83% | -13.67%+9.8pp | 701.18%-705.0pp | -7.84%+4.0pp |
| Employer contribution / active EE | $1,489 | $2,218-32.9% | $3,009-50.5% | $2,596-42.7% |
| Participant deferral / active EE | $3,731 | $3,246+15.0% | $4,395-15.1% | $4,027-7.3% |
| Admin fee / account holder | $931 | $4,395-78.8% | $5,329-82.5% | $5,403-82.8% |