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 7-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 | $8,499 | $42,894-80.2% | $60,874-86.0% | $68,494-87.6% |
| Participation rate | 80.6% | 66.8%+13.9pp | 73.1%+7.5pp | 67.9%+12.8pp |
| Annual return | -17.53% | -13.98%-3.6pp | 16.90%-34.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $841 | $1,978-57.5% | $2,701-68.9% | $2,596-67.6% |
| Participant deferral / active EE | $1,779 | $2,867-38.0% | $3,817-53.4% | $4,027-55.8% |
| Admin fee / account holder | $543 | $3,101-82.5% | $3,224-83.2% | $5,403-89.9% |