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 3-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 | $7,201 | $71,050-89.9% | $93,606-92.3% | $80,856-91.1% |
| Participation rate | 88.6% | 60.4%+28.2pp | 68.7%+19.9pp | 67.6%+20.9pp |
| Annual return | 341.06% | 11.26%+329.8pp | 133.20%+207.9pp | 35.59%+305.5pp |
| Employer contribution / active EE | $1,477 | $1,564-5.5% | $2,420-39.0% | $2,755-46.4% |
| Participant deferral / active EE | $3,044 | $4,034-24.5% | $4,411-31.0% | $4,296-29.1% |
| Admin fee / account holder | $514 | $6,945-92.6% | $8,285-93.8% | $6,918-92.6% |