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 8-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 | $12,787 | $152,587-91.6% | $125,175-89.8% | $152,861-91.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 32.28% | 54.84%-22.6pp | 43.79%-11.5pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,774 | $4,946-64.1% | $3,865-54.1% | $4,762-62.8% |
| Participant deferral / active EE | $5,476 | $5,868-6.7% | $4,937+10.9% | $5,850-6.4% |
| Admin fee / account holder | $406 | $13,434-97.0% | $9,702-95.8% | $11,596-96.5% |