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 8-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 | $7,924 | $73,867-89.3% | $143,757-94.5% | $68,494-88.4% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -16.94% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,813 | $3,184-11.7% | $4,951-43.2% | $2,596+8.3% |
| Participant deferral / active EE | $2,280 | $3,384-32.6% | $5,637-59.5% | $4,027-43.4% |
| Admin fee / account holder | $446 | $5,755-92.3% | $14,673-97.0% | $5,403-91.7% |