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 | $9,894 | $210,648-95.3% | $177,989-94.4% | $145,922-93.2% |
| Participation rate | 84.2% | 80.8%+3.5pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 15.20% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,713 | $4,565-62.5% | $3,949-56.6% | $4,660-63.2% |
| Participant deferral / active EE | $2,750 | $6,958-60.5% | $6,276-56.2% | $6,688-58.9% |
| Admin fee / account holder | $695 | $12,013-94.2% | $10,363-93.3% | $13,397-94.8% |