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 10-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 | $6,601 | $202,318-96.7% | $172,739-96.2% | $152,861-95.7% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 17.77% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,604 | $5,856-72.6% | $5,143-68.8% | $4,762-66.3% |
| Participant deferral / active EE | $3,219 | $5,948-45.9% | $5,198-38.1% | $5,850-45.0% |
| Admin fee / account holder | $2,623 | $17,109-84.7% | $13,954-81.2% | $11,596-77.4% |