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 | $6,213 | $107,334-94.2% | $92,893-93.3% | $152,861-95.9% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 35.22% | 145.58%-110.4pp | 109.41%-74.2pp | 345.32%-310.1pp |
| Employer contribution / active EE | $1,818 | $4,221-56.9% | $3,653-50.2% | $4,762-61.8% |
| Participant deferral / active EE | $2,938 | $4,845-39.4% | $4,236-30.6% | $5,850-49.8% |
| Admin fee / account holder | $655 | $7,079-90.8% | $5,794-88.7% | $11,596-94.4% |