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 | $11,532 | $176,377-93.5% | $134,143-91.4% | $158,922-92.7% |
| Participation rate | 86.4% | 78.7%+7.7pp | 72.2%+14.2pp | 82.0%+4.4pp |
| Annual return | 40.83% | 63.63%-22.8pp | 36.33%+4.5pp | 302.83%-262.0pp |
| Employer contribution / active EE | $2,978 | $5,040-40.9% | $3,704-19.6% | $4,761-37.5% |
| Participant deferral / active EE | $5,286 | $4,091+29.2% | $3,499+51.1% | $5,982-11.6% |
| Admin fee / account holder | $1,146 | $8,718-86.9% | $6,684-82.9% | $11,246-89.8% |