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 5-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 | $12,239 | $73,004-83.2% | $90,749-86.5% | $68,494-82.1% |
| Participation rate | 92.2% | 70.8%+21.4pp | 75.7%+16.5pp | 67.9%+24.3pp |
| Annual return | -4.13% | -13.81%+9.7pp | -12.16%+8.0pp | -7.84%+3.7pp |
| Employer contribution / active EE | $4,249 | $2,193+93.8% | $2,921+45.5% | $2,596+63.7% |
| Participant deferral / active EE | $8,776 | $3,627+142.0% | $4,564+92.3% | $4,027+117.9% |
| Admin fee / account holder | $4,621 | $5,896-21.6% | $8,445-45.3% | $5,403-14.5% |