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 | $6,267 | $73,867-91.5% | $143,757-95.6% | $68,494-90.9% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -17.58% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,174 | $3,184-63.1% | $4,951-76.3% | $2,596-54.8% |
| Participant deferral / active EE | $2,738 | $3,384-19.1% | $5,637-51.4% | $4,027-32.0% |
| Admin fee / account holder | $624 | $5,755-89.2% | $14,673-95.7% | $5,403-88.5% |