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 | $2,762 | $51,175-94.6% | $70,515-96.1% | $75,163-96.3% |
| Participation rate | 98.0% | 60.9%+37.1pp | 68.3%+29.7pp | 67.2%+30.8pp |
| Annual return | 21.76% | 30.02%-8.3pp | 32.77%-11.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,115 | $1,826-38.9% | $2,973-62.5% | $2,670-58.2% |
| Participant deferral / active EE | $1,325 | $2,849-53.5% | $4,567-71.0% | $4,125-67.9% |
| Admin fee / account holder | $349 | $4,091-91.5% | $6,412-94.6% | $5,651-93.8% |