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 | $23,421 | $84,487-72.3% | $125,339-81.3% | $66,914-65.0% |
| Participation rate | 71.6% | 76.4%-4.9pp | 82.4%-10.8pp | 69.8%+1.7pp |
| Annual return | 3.14% | -8.39%+11.5pp | 572.05%-568.9pp | 1.58%+1.6pp |
| Employer contribution / active EE | $3,086 | $3,553-13.1% | $4,814-35.9% | $2,544+21.3% |
| Participant deferral / active EE | $5,797 | $6,781-14.5% | $7,446-22.2% | $4,237+36.8% |
| Admin fee / account holder | $5,820 | $685+749.5% | $10,010-41.9% | $593+880.9% |