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 9-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 | $13,254 | $82,664-84.0% | $125,339-89.4% | $68,494-80.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,478 | $3,381-56.3% | $4,814-69.3% | $2,596-43.1% |
| Participant deferral / active EE | $3,110 | $6,110-49.1% | $7,446-58.2% | $4,027-22.8% |
| Admin fee / account holder | $741 | $6,275-88.2% | $10,010-92.6% | $5,403-86.3% |