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 9-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 | $6,294 | $102,966-93.9% | $90,281-93.0% | $152,861-95.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 23.24% | 95.16%-71.9pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $831 | $3,139-73.5% | $2,854-70.9% | $4,762-82.6% |
| Participant deferral / active EE | $1,484 | $4,281-65.3% | $3,885-61.8% | $5,850-74.6% |
| Admin fee / account holder | $879 | $6,171-85.8% | $5,351-83.6% | $11,596-92.4% |