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 | $8,198 | $64,707-87.3% | $112,228-92.7% | $68,494-88.0% |
| Participation rate | 74.7% | 67.2%+7.6pp | 75.1%-0.3pp | 67.9%+6.8pp |
| Annual return | -18.29% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,410 | $2,746-48.6% | $3,635-61.2% | $2,596-45.7% |
| Participant deferral / active EE | $1,827 | $3,565-48.8% | $4,728-61.4% | $4,027-54.6% |
| Admin fee / account holder | $445 | $5,232-91.5% | $6,410-93.1% | $5,403-91.8% |