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 | $8,280 | $43,133-80.8% | $89,391-90.7% | $73,488-88.7% |
| Participation rate | 74.4% | 55.0%+19.4pp | 68.0%+6.4pp | 70.7%+3.7pp |
| Annual return | 54.42% | 135.66%-81.2pp | 245.62%-191.2pp | 28.51%+25.9pp |
| Employer contribution / active EE | $641 | $1,438-55.4% | $2,586-75.2% | $2,270-71.8% |
| Participant deferral / active EE | $2,032 | $2,445-16.9% | $3,890-47.8% | $3,740-45.7% |
| Admin fee / account holder | $515 | $444+16.1% | $4,881-89.4% | $513+0.4% |