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 | $6,359 | $56,053-88.7% | $75,972-91.6% | $80,856-92.1% |
| Participation rate | 89.3% | 62.0%+27.3pp | 69.1%+20.2pp | 67.6%+21.6pp |
| Annual return | 10.84% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $938 | $1,874-50.0% | $2,685-65.1% | $2,755-66.0% |
| Participant deferral / active EE | $1,955 | $3,052-35.9% | $4,255-54.0% | $4,296-54.5% |
| Admin fee / account holder | $946 | $5,234-81.9% | $6,467-85.4% | $6,918-86.3% |