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 | $6,142 | $133,922-95.4% | $116,228-94.7% | $142,382-95.7% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 29.14% | 147.76%-118.6pp | 90.06%-60.9pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,432 | $3,446-58.4% | $2,994-52.2% | $4,299-66.7% |
| Participant deferral / active EE | $2,599 | $5,672-54.2% | $4,953-47.5% | $6,507-60.1% |
| Admin fee / account holder | $757 | $14,945-94.9% | $11,989-93.7% | $12,624-94.0% |