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 8-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 | $7,187 | $79,694-91.0% | $96,139-92.5% | $79,386-90.9% |
| Participation rate | 75.2% | 54.0%+21.2pp | 68.4%+6.8pp | 70.7%+4.5pp |
| Annual return | 14.65% | 40.84%-26.2pp | 191.94%-177.3pp | 116.85%-102.2pp |
| Employer contribution / active EE | $469 | $1,443-67.5% | $2,797-83.2% | $2,427-80.7% |
| Participant deferral / active EE | $797 | $2,539-68.6% | $4,349-81.7% | $4,046-80.3% |
| Admin fee / account holder | $678 | $630+7.5% | $5,537-87.8% | $626+8.2% |