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 6-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 | $13,146 | $64,707-79.7% | $112,228-88.3% | $68,494-80.8% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -9.35% | -11.40%+2.1pp | 27.45%-36.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $773 | $2,746-71.8% | $3,635-78.7% | $2,596-70.2% |
| Participant deferral / active EE | $4,958 | $3,565+39.1% | $4,728+4.9% | $4,027+23.1% |
| Admin fee / account holder | $2,016 | $5,232-61.5% | $6,410-68.6% | $5,403-62.7% |