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 4-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 | $9,391 | $108,919-91.4% | $100,391-90.6% | $145,922-93.6% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 11.52% | 57.88%-46.4pp | 49.20%-37.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,917 | $4,419-34.0% | $3,942-26.0% | $4,660-37.4% |
| Participant deferral / active EE | $4,610 | $8,445-45.4% | $8,082-43.0% | $6,688-31.1% |
| Admin fee / account holder | $1,174 | $9,689-87.9% | $7,899-85.1% | $13,397-91.2% |