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 | $9,683 | $165,984-94.2% | $164,813-94.1% | $145,922-93.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 0.00% | 100.03%-100.0pp | 69.93%-69.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,795 | $5,273-66.0% | $4,341-58.6% | $4,660-61.5% |
| Participant deferral / active EE | $6,045 | $6,959-13.1% | $6,031+0.2% | $6,688-9.6% |
| Admin fee / account holder | $481 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |