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 4-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 | $6,754 | $111,724-94.0% | $93,606-92.8% | $145,922-95.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 10.63% | 202.98%-192.4pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $658 | $3,090-78.7% | $2,420-72.8% | $4,660-85.9% |
| Participant deferral / active EE | $2,032 | $4,912-58.6% | $4,411-53.9% | $6,688-69.6% |
| Admin fee / account holder | $1,149 | $10,250-88.8% | $8,285-86.1% | $13,397-91.4% |