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 | $2,769 | $77,899-96.4% | $149,673-98.2% | $75,163-96.3% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 18.71% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $628 | $3,137-80.0% | $4,818-87.0% | $2,670-76.5% |
| Participant deferral / active EE | $1,663 | $3,411-51.3% | $5,680-70.7% | $4,125-59.7% |
| Admin fee / account holder | $390 | $5,956-93.4% | $13,210-97.0% | $5,651-93.1% |