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 9-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 | $6,288 | $81,632-92.3% | $70,449-91.1% | $158,922-96.0% |
| Participation rate | 92.9% | 77.7%+15.1pp | 75.1%+17.8pp | 82.0%+10.9pp |
| Annual return | 20.27% | 208.40%-188.1pp | 109.03%-88.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,593 | $3,217-50.5% | $2,737-41.8% | $4,761-66.5% |
| Participant deferral / active EE | $1,966 | $4,554-56.8% | $3,709-47.0% | $5,982-67.1% |
| Admin fee / account holder | $562 | $6,193-90.9% | $3,845-85.4% | $11,246-95.0% |