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 9-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 | $27,278 | $162,781-83.2% | $133,956-79.6% | $158,922-82.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.92% | 41.94%-32.0pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,709 | $4,975-65.7% | $3,919-56.4% | $4,761-64.1% |
| Participant deferral / active EE | $4,465 | $5,911-24.5% | $5,048-11.5% | $5,982-25.4% |
| Admin fee / account holder | $13,741 | $11,736+17.1% | $8,927+53.9% | $11,246+22.2% |