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 | $3,806 | $175,202-97.8% | $149,673-97.5% | $139,434-97.3% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 29.34% | 166.71%-137.4pp | 134.42%-105.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $1,223 | $5,474-77.7% | $4,818-74.6% | $4,751-74.3% |
| Participant deferral / active EE | $2,043 | $6,519-68.7% | $5,680-64.0% | $6,710-69.6% |
| Admin fee / account holder | $1,076 | $16,150-93.3% | $13,210-91.9% | $11,403-90.6% |