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 8-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 | $20,931 | $85,766-75.6% | $136,294-84.6% | $70,131-70.2% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 112.64% | 31.45%+81.2pp | 5155.94%-5043.3pp | 73.14%+39.5pp |
| Employer contribution / active EE | $1,333 | $2,966-55.0% | $4,695-71.6% | $2,342-43.1% |
| Participant deferral / active EE | $2,310 | $5,051-54.3% | $6,247-63.0% | $3,332-30.7% |
| Admin fee / account holder | $788 | $5,420-85.5% | $9,243-91.5% | $4,645-83.0% |