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 | $2,642 | $57,281-95.4% | $86,612-96.9% | $75,163-96.5% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 18.72% | 2670.75%-2652.0pp | 591.07%-572.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,893 | $2,314-18.2% | $3,022-37.4% | $2,670-29.1% |
| Participant deferral / active EE | $2,445 | $3,318-26.3% | $4,438-44.9% | $4,125-40.7% |
| Admin fee / account holder | $1,287 | $4,112-68.7% | $5,614-77.1% | $5,651-77.2% |