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 | $12,530 | $102,616-87.8% | $81,983-84.7% | $158,922-92.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.29% | 61.04%-50.7pp | 41.31%-31.0pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,205 | $3,240-62.8% | $2,498-51.8% | $4,761-74.7% |
| Participant deferral / active EE | $1,205 | $4,648-74.1% | $3,722-67.6% | $5,982-79.9% |
| Admin fee / account holder | $1,856 | $8,235-77.5% | $5,664-67.2% | $11,246-83.5% |