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 7-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 | $10,868 | $133,922-91.9% | $116,228-90.6% | $142,382-92.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.30% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,208 | $3,446-6.9% | $2,994+7.1% | $4,299-25.4% |
| Participant deferral / active EE | $6,273 | $5,672+10.6% | $4,953+26.6% | $6,507-3.6% |
| Admin fee / account holder | $388 | $14,945-97.4% | $11,989-96.8% | $12,624-96.9% |