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 3-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 | $6,543 | $189,613-96.5% | $167,512-96.1% | $142,382-95.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.16% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,307 | $4,349-70.0% | $3,882-66.3% | $4,299-69.6% |
| Participant deferral / active EE | $2,251 | $6,981-67.8% | $6,405-64.9% | $6,507-65.4% |
| Admin fee / account holder | $384 | $10,528-96.4% | $9,769-96.1% | $12,624-97.0% |