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 | $5,595 | $92,703-94.0% | $82,719-93.2% | $134,475-95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.16% | 944.92%-960.1pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $766 | $3,274-76.6% | $3,009-74.5% | $4,740-83.8% |
| Participant deferral / active EE | $1,513 | $4,802-68.5% | $4,395-65.6% | $6,400-76.4% |
| Admin fee / account holder | $369 | $5,983-93.8% | $5,329-93.1% | $11,426-96.8% |