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 6-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 | $6,190 | $96,305-93.6% | $80,569-92.3% | $139,434-95.6% |
| Participation rate | 89.5% | 73.6%+15.8pp | 67.0%+22.5pp | 80.3%+9.2pp |
| Annual return | 27.55% | 1350.08%-1322.5pp | 935.43%-907.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,420 | $3,262-56.5% | $2,723-47.9% | $4,751-70.1% |
| Participant deferral / active EE | $1,859 | $5,232-64.5% | $4,447-58.2% | $6,710-72.3% |
| Admin fee / account holder | $1,708 | $6,599-74.1% | $5,377-68.2% | $11,403-85.0% |