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 10-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 | $8,637 | $138,065-93.7% | $123,544-93.0% | $135,375-93.6% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -3.17% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,149 | $5,151-77.7% | $4,628-75.2% | $4,779-76.0% |
| Participant deferral / active EE | $4,621 | $6,799-32.0% | $6,426-28.1% | $5,609-17.6% |
| Admin fee / account holder | $358 | $10,916-96.7% | $9,284-96.1% | $10,827-96.7% |