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 6-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 | $7,418 | $209,411-96.5% | $178,490-95.8% | $158,922-95.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 23.65% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,458 | $5,706-74.4% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $2,161 | $5,954-63.7% | $5,202-58.5% | $5,982-63.9% |
| Admin fee / account holder | $1,371 | $17,074-92.0% | $13,984-90.2% | $11,246-87.8% |