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 | $8,291 | $82,664-90.0% | $125,339-93.4% | $68,494-87.9% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,181 | $3,381-35.5% | $4,814-54.7% | $2,596-16.0% |
| Participant deferral / active EE | $3,770 | $6,110-38.3% | $7,446-49.4% | $4,027-6.4% |
| Admin fee / account holder | $365 | $6,275-94.2% | $10,010-96.3% | $5,403-93.2% |