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 | $9,837 | $73,933-86.7% | $96,683-89.8% | $75,163-86.9% |
| Participation rate | 77.1% | 66.4%+10.7pp | 74.3%+2.7pp | 67.2%+9.9pp |
| Annual return | 96.58% | 26.70%+69.9pp | 35.69%+60.9pp | 160.62%-64.0pp |
| Employer contribution / active EE | $2,034 | $2,928-30.5% | $3,737-45.6% | $2,670-23.8% |
| Participant deferral / active EE | $3,393 | $3,659-7.3% | $4,878-30.4% | $4,125-17.7% |
| Admin fee / account holder | $640 | $5,216-87.7% | $6,730-90.5% | $5,651-88.7% |