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 | $8,617 | $42,894-79.9% | $60,874-85.8% | $68,494-87.4% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.6pp | 67.9%+25.9pp |
| Annual return | -16.01% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,303 | $1,978-34.1% | $2,701-51.8% | $2,596-49.8% |
| Participant deferral / active EE | $2,553 | $2,867-10.9% | $3,817-33.1% | $4,027-36.6% |
| Admin fee / account holder | $391 | $3,101-87.4% | $3,224-87.9% | $5,403-92.8% |