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 8-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 | $7,386 | $59,805-87.6% | $79,550-90.7% | $68,494-89.2% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -14.94% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $715 | $1,505-52.5% | $2,413-70.4% | $2,596-72.5% |
| Participant deferral / active EE | $1,646 | $3,024-45.6% | $3,985-58.7% | $4,027-59.1% |
| Admin fee / account holder | $465 | $4,835-90.4% | $6,832-93.2% | $5,403-91.4% |