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 | $8,620 | $77,314-88.9% | $177,989-95.2% | $80,856-89.3% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.3pp | 67.6%+16.7pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.48%-294.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,786 | $2,292+21.5% | $3,949-29.5% | $2,755+1.1% |
| Participant deferral / active EE | $5,723 | $4,411+29.8% | $6,276-8.8% | $4,296+33.2% |
| Admin fee / account holder | $1,097 | $7,191-84.8% | $10,363-89.4% | $6,918-84.1% |