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 | $7,023 | $48,265-85.4% | $68,791-89.8% | $68,494-89.7% |
| Participation rate | 96.2% | 60.7%+35.5pp | 69.0%+27.1pp | 67.9%+28.3pp |
| Annual return | -18.01% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,525 | $2,867+23.0% | $3,941-10.6% | $4,027-12.5% |
| Admin fee / account holder | $470 | $4,355-89.2% | $4,932-90.5% | $5,403-91.3% |