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 | $11,643 | $228,332-94.9% | $185,823-93.7% | $158,922-92.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 57.33% | 40.80%+16.5pp | 35.95%+21.4pp | 302.83%-245.5pp |
| Employer contribution / active EE | $1,533 | $4,967-69.1% | $4,087-62.5% | $4,761-67.8% |
| Participant deferral / active EE | $6,067 | $6,415-5.4% | $5,632+7.7% | $5,982+1.4% |
| Admin fee / account holder | $587 | $11,864-95.1% | $9,500-93.8% | $11,246-94.8% |