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 | $12,774 | $85,202-85.0% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 72.5% | 70.1%+2.5pp | 82.6%-10.1pp | 69.5%+3.1pp |
| Annual return | 32.44% | 27.32%+5.1pp | 802.84%-770.4pp | 81.00%-48.6pp |
| Employer contribution / active EE | $1,848 | $3,324-44.4% | $5,143-64.1% | $2,440-24.3% |
| Participant deferral / active EE | $3,491 | $3,260+7.1% | $5,198-32.8% | $3,607-3.2% |
| Admin fee / account holder | $1,106 | $5,884-81.2% | $13,954-92.1% | $5,124-78.4% |