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 4-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 | $8,218 | $77,899-89.5% | $149,673-94.5% | $75,163-89.1% |
| Participation rate | 80.8% | 65.6%+15.2pp | 78.8%+2.0pp | 67.2%+13.6pp |
| Annual return | 132.07% | 31.72%+100.4pp | 134.42%-2.3pp | 160.62%-28.5pp |
| Employer contribution / active EE | $1,401 | $3,137-55.3% | $4,818-70.9% | $2,670-47.5% |
| Participant deferral / active EE | $1,550 | $3,411-54.6% | $5,680-72.7% | $4,125-62.4% |
| Admin fee / account holder | $846 | $5,956-85.8% | $13,210-93.6% | $5,651-85.0% |