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 | $3,995 | $106,543-96.3% | $91,220-95.6% | $134,475-97.0% |
| Participation rate | 82.4% | 76.8%+5.5pp | 73.2%+9.2pp | 81.2%+1.1pp |
| Annual return | 66.00% | 160.60%-94.6pp | 114.01%-48.0pp | 417.96%-352.0pp |
| Employer contribution / active EE | $1,950 | $3,331-41.4% | $2,850-31.6% | $4,740-58.8% |
| Participant deferral / active EE | $1,438 | $4,719-69.5% | $4,234-66.0% | $6,400-77.5% |
| Admin fee / account holder | $2,443 | $6,231-60.8% | $5,420-54.9% | $11,426-78.6% |