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 | $7,417 | $109,327-93.2% | $89,391-91.7% | $158,922-95.3% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 21.38% | 345.68%-324.3pp | 245.62%-224.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,908 | $3,170-39.8% | $2,586-26.2% | $4,761-59.9% |
| Participant deferral / active EE | $1,959 | $4,598-57.4% | $3,890-49.6% | $5,982-67.3% |
| Admin fee / account holder | $885 | $6,153-85.6% | $4,881-81.9% | $11,246-92.1% |