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 | $5,915 | $114,381-94.8% | $107,525-94.5% | $142,382-95.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.05% | 242.71%-214.7pp | 181.32%-153.3pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,999 | $4,015-50.2% | $3,754-46.7% | $4,299-53.5% |
| Participant deferral / active EE | $2,042 | $5,564-63.3% | $5,116-60.1% | $6,507-68.6% |
| Admin fee / account holder | $1,177 | $9,860-88.1% | $8,919-86.8% | $12,624-90.7% |