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 10-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 | $5,617 | $73,867-92.4% | $143,757-96.1% | $68,494-91.8% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | -18.46% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,994 | $3,384-41.1% | $5,637-64.6% | $4,027-50.5% |
| Admin fee / account holder | $390 | $5,755-93.2% | $14,673-97.3% | $5,403-92.8% |