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 3-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 | $5,254 | $100,773-94.8% | $88,946-94.1% | $142,382-96.3% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.8%+25.9pp | 80.1%+14.6pp |
| Annual return | 16.40% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,660 | $2,918-43.1% | $2,555-35.0% | $4,299-61.4% |
| Participant deferral / active EE | $2,301 | $5,230-56.0% | $4,581-49.8% | $6,507-64.6% |
| Admin fee / account holder | $3,116 | $9,693-67.9% | $8,261-62.3% | $12,624-75.3% |