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 | $4,224 | $39,019-89.2% | $80,716-94.8% | $85,850-95.1% |
| Participation rate | 82.5% | 41.5%+41.0pp | 54.2%+28.3pp | 69.3%+13.2pp |
| Annual return | 16.31% | 26.27%-10.0pp | 87.28%-71.0pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,288 | $1,326-2.8% | $2,146-40.0% | $3,952-67.4% |
| Admin fee / account holder | $402 | $2,431-83.4% | $3,380-88.1% | $6,260-93.6% |