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 5-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 | $439 | $27,641-98.4% | $61,373-99.3% | $68,494-99.4% |
| Participation rate | 76.0% | 39.5%+36.5pp | 52.6%+23.4pp | 67.9%+8.1pp |
| Annual return | 4913.85% | -13.24%+4927.1pp | 338.61%+4575.2pp | -7.84%+4921.7pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $662 | $1,263-47.6% | $2,125-68.9% | $4,027-83.6% |
| Admin fee / account holder | $879 | $2,010-56.3% | $2,130-58.7% | $5,403-83.7% |