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 | $12,027 | $81,625-85.3% | $167,512-92.8% | $74,304-83.8% |
| Participation rate | 83.0% | 60.0%+23.0pp | 77.1%+5.9pp | 60.3%+22.7pp |
| Annual return | 20.28% | 26.09%-5.8pp | 1615.79%-1595.5pp | 29.43%-9.2pp |
| Employer contribution / active EE | $737 | $2,010-63.3% | $3,882-81.0% | $2,241-67.1% |
| Participant deferral / active EE | $1,869 | $4,115-54.6% | $6,405-70.8% | $3,767-50.4% |
| Admin fee / account holder | $802 | $3,474-76.9% | $9,769-91.8% | $2,969-73.0% |