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 10-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 | $7,417 | $85,202-91.3% | $172,739-95.7% | $72,985-89.8% |
| Participation rate | 94.7% | 70.1%+24.7pp | 82.6%+12.1pp | 69.5%+25.3pp |
| Annual return | 26.11% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $450 | $3,324-86.5% | $5,143-91.2% | $2,440-81.5% |
| Participant deferral / active EE | $1,346 | $3,260-58.7% | $5,198-74.1% | $3,607-62.7% |
| Admin fee / account holder | $2,386 | $5,884-59.5% | $13,954-82.9% | $5,124-53.4% |