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 9-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 | $7,049 | $162,781-95.7% | $133,956-94.7% | $158,922-95.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 22.88% | 41.94%-19.1pp | 45.09%-22.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,012 | $4,975-79.7% | $3,919-74.2% | $4,761-78.7% |
| Participant deferral / active EE | $1,916 | $5,911-67.6% | $5,048-62.0% | $5,982-68.0% |
| Admin fee / account holder | $685 | $11,736-94.2% | $8,927-92.3% | $11,246-93.9% |