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 4-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 | $6,203 | $148,534-95.8% | $135,903-95.4% | $139,434-95.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 41.01% | 79.19%-38.2pp | 68.23%-27.2pp | 372.94%-331.9pp |
| Employer contribution / active EE | $2,134 | $5,243-59.3% | $4,856-56.0% | $4,751-55.1% |
| Participant deferral / active EE | $3,646 | $8,100-55.0% | $7,758-53.0% | $6,710-45.7% |
| Admin fee / account holder | $646 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |