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 | $16,232 | $82,664-80.4% | $125,339-87.0% | $68,494-76.3% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,501 | $3,381-26.0% | $4,814-48.0% | $2,596-3.7% |
| Participant deferral / active EE | $6,206 | $6,110+1.6% | $7,446-16.7% | $4,027+54.1% |
| Admin fee / account holder | $889 | $6,275-85.8% | $10,010-91.1% | $5,403-83.5% |