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 | $8,632 | $115,770-92.5% | $101,248-91.5% | $158,922-94.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 20.63% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $866 | $4,175-79.3% | $3,660-76.3% | $4,761-81.8% |
| Participant deferral / active EE | $2,176 | $4,957-56.1% | $4,370-50.2% | $5,982-63.6% |
| Admin fee / account holder | $356 | $7,245-95.1% | $5,945-94.0% | $11,246-96.8% |