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 3-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 | $2,333 | $88,751-97.4% | $81,812-97.1% | $145,922-98.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 18.05% | 1025.40%-1007.3pp | 773.79%-755.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $623 | $3,083-79.8% | $2,912-78.6% | $4,660-86.6% |
| Participant deferral / active EE | $1,375 | $4,643-70.4% | $4,319-68.2% | $6,688-79.4% |
| Admin fee / account holder | $738 | $8,415-91.2% | $7,386-90.0% | $13,397-94.5% |