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 | $14,949 | $81,900-81.7% | $119,609-87.5% | $68,494-78.2% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -17.67% | -23.82%+6.2pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,062 | $2,693-60.6% | $4,232-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $2,391 | $4,148-42.3% | $5,602-57.3% | $4,027-40.6% |
| Admin fee / account holder | $1,292 | $6,582-80.4% | $10,323-87.5% | $5,403-76.1% |