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 | $4,510 | $105,859-95.7% | $90,160-95.0% | $147,584-96.9% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 29.88% | 37.63%-7.7pp | 34.88%-5.0pp | 578.55%-548.7pp |
| Employer contribution / active EE | $1,290 | $4,126-68.7% | $3,318-61.1% | $4,876-73.5% |
| Participant deferral / active EE | $1,696 | $5,733-70.4% | $5,288-67.9% | $5,439-68.8% |
| Admin fee / account holder | $861 | $8,046-89.3% | $5,943-85.5% | $10,885-92.1% |