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 | $5,818 | $99,877-94.2% | $84,966-93.2% | $145,922-96.0% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 18.42% | 83.76%-65.3pp | 66.38%-48.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,514 | $3,231-53.2% | $2,727-44.5% | $4,660-67.5% |
| Participant deferral / active EE | $2,110 | $5,291-60.1% | $4,519-53.3% | $6,688-68.4% |
| Admin fee / account holder | $645 | $7,248-91.1% | $6,149-89.5% | $13,397-95.2% |