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 | $14,005 | $106,890-86.9% | $84,015-83.3% | $152,861-90.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.51% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $596 | $2,734-78.2% | $1,983-70.0% | $4,762-87.5% |
| Participant deferral / active EE | $2,268 | $4,011-43.4% | $3,239-30.0% | $5,850-61.2% |
| Admin fee / account holder | $531 | $8,285-93.6% | $6,101-91.3% | $11,596-95.4% |