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 | $11,001 | $64,707-83.0% | $112,228-90.2% | $68,494-83.9% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.1%+22.3pp | 67.9%+29.5pp |
| Annual return | -16.17% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,639 | $2,746-40.3% | $3,635-54.9% | $2,596-36.9% |
| Participant deferral / active EE | $4,271 | $3,565+19.8% | $4,728-9.7% | $4,027+6.0% |
| Admin fee / account holder | $464 | $5,232-91.1% | $6,410-92.8% | $5,403-91.4% |