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 4-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 | $6,833 | $82,664-91.7% | $125,339-94.5% | $68,494-90.0% |
| Participation rate | 81.1% | 75.0%+6.1pp | 82.4%-1.2pp | 67.9%+13.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,397 | $3,381-29.1% | $4,814-50.2% | $2,596-7.7% |
| Participant deferral / active EE | $4,000 | $6,110-34.5% | $7,446-46.3% | $4,027-0.7% |
| Admin fee / account holder | $370 | $6,275-94.1% | $10,010-96.3% | $5,403-93.1% |