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 10-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 | $20,756 | $150,440-86.2% | $136,294-84.8% | $147,584-85.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 41.60% | 1049.08%-1007.5pp | 5155.94%-5114.3pp | 578.55%-536.9pp |
| Employer contribution / active EE | $3,689 | $5,256-29.8% | $4,695-21.4% | $4,876-24.3% |
| Participant deferral / active EE | $7,795 | $6,630+17.6% | $6,247+24.8% | $5,439+43.3% |
| Admin fee / account holder | $8,582 | $10,905-21.3% | $9,243-7.1% | $10,885-21.2% |