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 7-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 | $6,109 | $102,616-94.0% | $81,983-92.5% | $158,922-96.2% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 28.42% | 61.04%-32.6pp | 41.31%-12.9pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,334 | $3,240-58.8% | $2,498-46.6% | $4,761-72.0% |
| Participant deferral / active EE | $2,829 | $4,648-39.1% | $3,722-24.0% | $5,982-52.7% |
| Admin fee / account holder | $578 | $8,235-93.0% | $5,664-89.8% | $11,246-94.9% |