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 | $7,462 | $60,124-87.6% | $90,404-91.7% | $79,858-90.7% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 26.29% | 71.94%-45.7pp | 1293.02%-1266.7pp | 31.71%-5.4pp |
| Employer contribution / active EE | $439 | $2,068-78.8% | $3,262-86.5% | $2,471-82.2% |
| Participant deferral / active EE | $2,244 | $2,938-23.6% | $3,963-43.4% | $3,740-40.0% |
| Admin fee / account holder | $455 | $3,976-88.6% | $5,611-91.9% | $5,306-91.4% |