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 | $9,423 | $91,190-89.7% | $178,490-94.7% | $79,858-88.2% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 25.89% | 24.19%+1.7pp | 151.07%-125.2pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,427 | $3,256-56.2% | $5,011-71.5% | $2,471-42.2% |
| Participant deferral / active EE | $4,496 | $3,236+38.9% | $5,202-13.6% | $3,740+20.2% |
| Admin fee / account holder | $1,151 | $6,751-82.9% | $13,984-91.8% | $5,306-78.3% |