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 6-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 | $4,608 | $54,350-91.5% | $82,719-94.4% | $68,494-93.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 35.26% | -13.67%+48.9pp | 701.18%-665.9pp | -7.84%+43.1pp |
| Employer contribution / active EE | $1,116 | $2,218-49.7% | $3,009-62.9% | $2,596-57.0% |
| Participant deferral / active EE | $2,064 | $3,246-36.4% | $4,395-53.0% | $4,027-48.7% |
| Admin fee / account holder | $528 | $4,395-88.0% | $5,329-90.1% | $5,403-90.2% |