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 | $7,243 | $86,655-91.6% | $119,609-93.9% | $66,914-89.2% |
| Participation rate | 96.5% | 75.6%+20.9pp | 79.3%+17.2pp | 69.8%+26.7pp |
| Annual return | -14.75% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $866 | $2,536-65.9% | $4,232-79.5% | $2,544-66.0% |
| Participant deferral / active EE | $2,966 | $4,358-31.9% | $5,602-47.0% | $4,237-30.0% |
| Admin fee / account holder | $635 | $755-15.9% | $10,323-93.9% | $593+7.0% |