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 | $6,103 | $106,890-94.3% | $84,015-92.7% | $152,861-96.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.35% | 104.99%-81.6pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,290 | $2,734-52.8% | $1,983-35.0% | $4,762-72.9% |
| Participant deferral / active EE | $2,302 | $4,011-42.6% | $3,239-28.9% | $5,850-60.6% |
| Admin fee / account holder | $393 | $8,285-95.3% | $6,101-93.6% | $11,596-96.6% |