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 10-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 | $8,808 | $46,674-81.1% | $117,472-92.5% | $68,494-87.1% |
| Participation rate | 81.6% | 56.8%+24.8pp | 70.6%+11.0pp | 67.9%+13.7pp |
| Annual return | -12.12% | -14.52%+2.4pp | 29.74%-41.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,500 | $2,636+70.7% | $4,070+10.6% | $4,027+11.7% |
| Admin fee / account holder | $778 | $4,020-80.6% | $5,645-86.2% | $5,403-85.6% |