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 | $5,232 | $158,398-96.7% | $126,539-95.9% | $142,382-96.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 19.98% | 593.76%-573.8pp | 425.95%-406.0pp | 217.08%-197.1pp |
| Employer contribution / active EE | $402 | $4,650-91.4% | $3,674-89.1% | $4,299-90.6% |
| Participant deferral / active EE | $402 | $4,767-91.6% | $4,083-90.2% | $6,507-93.8% |
| Admin fee / account holder | $482 | $6,918-93.0% | $6,065-92.1% | $12,624-96.2% |