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 | $8,816 | $106,890-91.8% | $84,015-89.5% | $152,861-94.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 27.75% | 104.99%-77.2pp | 71.31%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,828 | $2,734-33.1% | $1,983-7.8% | $4,762-61.6% |
| Participant deferral / active EE | $2,392 | $4,011-40.4% | $3,239-26.1% | $5,850-59.1% |
| Admin fee / account holder | $3,440 | $8,285-58.5% | $6,101-43.6% | $11,596-70.3% |