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 9-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 | $11,234 | $167,307-93.3% | $143,757-92.2% | $134,475-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.49% | 0.46%-18.0pp | -0.04%-17.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,112 | $5,619-62.4% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $2,906 | $6,446-54.9% | $5,637-48.5% | $6,400-54.6% |
| Admin fee / account holder | $614 | $18,088-96.6% | $14,673-95.8% | $11,426-94.6% |