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 6-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 | $4,259 | $82,286-94.8% | $68,791-93.8% | $134,475-96.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -19.86% | -2.19%-17.7pp | -6.38%-13.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,226 | $3,301-62.9% | $2,655-53.8% | $4,740-74.1% |
| Participant deferral / active EE | $2,053 | $4,739-56.7% | $3,941-47.9% | $6,400-67.9% |
| Admin fee / account holder | $1,717 | $6,481-73.5% | $4,932-65.2% | $11,426-85.0% |