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 | $9,251 | $54,229-82.9% | $70,092-86.8% | $68,494-86.5% |
| Participation rate | 91.6% | 64.5%+27.1pp | 70.5%+21.1pp | 67.9%+23.7pp |
| Annual return | -17.16% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $509 | $2,018-74.8% | $2,559-80.1% | $2,596-80.4% |
| Participant deferral / active EE | $4,430 | $2,956+49.9% | $3,849+15.1% | $4,027+10.0% |
| Admin fee / account holder | $506 | $4,694-89.2% | $6,267-91.9% | $5,403-90.6% |