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 | $1,430 | $30,400-95.3% | $53,898-97.3% | $84,808-98.3% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 20.49% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $490 | $1,199-59.1% | $1,826-73.2% | $4,212-88.4% |
| Admin fee / account holder | $310 | $1,993-84.4% | $2,491-87.5% | $7,344-95.8% |