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 4-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 | $7,093 | $165,984-95.7% | $164,813-95.7% | $145,922-95.1% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.19% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,448 | $5,273-72.5% | $4,341-66.6% | $4,660-68.9% |
| Participant deferral / active EE | $2,033 | $6,959-70.8% | $6,031-66.3% | $6,688-69.6% |
| Admin fee / account holder | $315 | $16,648-98.1% | $12,690-97.5% | $13,397-97.6% |