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 | $9,796 | $85,766-88.6% | $136,294-92.8% | $70,131-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.01% | 31.45%-6.4pp | 5155.94%-5130.9pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,897 | $2,966-2.3% | $4,695-38.3% | $2,342+23.7% |
| Participant deferral / active EE | $6,183 | $5,051+22.4% | $6,247-1.0% | $3,332+85.6% |
| Admin fee / account holder | $1,408 | $5,420-74.0% | $9,243-84.8% | $4,645-69.7% |