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 10-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 | $9,345 | $91,538-89.8% | $129,995-92.8% | $75,163-87.6% |
| Participation rate | 93.4% | 71.4%+22.0pp | 78.5%+15.0pp | 67.2%+26.3pp |
| Annual return | 18.73% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,122 | $2,845-60.6% | $4,320-74.0% | $2,670-58.0% |
| Participant deferral / active EE | $2,057 | $4,341-52.6% | $5,820-64.7% | $4,125-50.1% |
| Admin fee / account holder | $512 | $6,790-92.5% | $10,614-95.2% | $5,651-90.9% |