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 7-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 | $2,919 | $118,919-97.5% | $88,538-96.7% | $152,861-98.1% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 18.20% | 47.92%-29.7pp | 43.64%-25.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $875 | $2,669-67.2% | $2,098-58.3% | $4,762-81.6% |
| Participant deferral / active EE | $1,393 | $3,549-60.8% | $2,914-52.2% | $5,850-76.2% |
| Admin fee / account holder | $1,048 | $5,876-82.2% | $4,310-75.7% | $11,596-91.0% |