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 | $6,449 | $93,024-93.1% | $77,024-91.6% | $134,475-95.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,175 | $3,418-7.1% | $2,812+12.9% | $4,740-33.0% |
| Participant deferral / active EE | $3,794 | $5,238-27.6% | $4,426-14.3% | $6,400-40.7% |
| Admin fee / account holder | $319 | $6,944-95.4% | $5,425-94.1% | $11,426-97.2% |