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 | $6,288 | $115,770-94.6% | $101,248-93.8% | $158,922-96.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.46% | 56.14%-27.7pp | 46.47%-18.0pp | 302.83%-274.4pp |
| Employer contribution / active EE | $2,672 | $4,175-36.0% | $3,660-27.0% | $4,761-43.9% |
| Participant deferral / active EE | $2,571 | $4,957-48.1% | $4,370-41.2% | $5,982-57.0% |
| Admin fee / account holder | $488 | $7,245-93.3% | $5,945-91.8% | $11,246-95.7% |