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 | $4,382 | $82,664-94.7% | $125,339-96.5% | $68,494-93.6% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -3.14% | -5.97%+2.8pp | 572.05%-575.2pp | -7.84%+4.7pp |
| Employer contribution / active EE | $2,192 | $3,381-35.2% | $4,814-54.5% | $2,596-15.6% |
| Participant deferral / active EE | $3,499 | $6,110-42.7% | $7,446-53.0% | $4,027-13.1% |
| Admin fee / account holder | $1,043 | $6,275-83.4% | $10,010-89.6% | $5,403-80.7% |