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 8-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 | $6,457 | $96,635-93.3% | $86,612-92.5% | $139,434-95.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 17.83% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $637 | $3,263-80.5% | $3,022-78.9% | $4,751-86.6% |
| Participant deferral / active EE | $998 | $4,836-79.4% | $4,438-77.5% | $6,710-85.1% |
| Admin fee / account holder | $328 | $6,408-94.9% | $5,614-94.2% | $11,403-97.1% |