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 | $5,376 | $99,020-94.6% | $86,590-93.8% | $147,584-96.4% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 52.01% | 1312.34%-1260.3pp | 964.84%-912.8pp | 578.55%-526.5pp |
| Employer contribution / active EE | $945 | $3,132-69.8% | $2,839-66.7% | $4,876-80.6% |
| Participant deferral / active EE | $1,445 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $652 | $5,710-88.6% | $4,906-86.7% | $10,885-94.0% |