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 | $29,785 | $160,055-81.4% | $140,016-78.7% | $135,375-78.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.31% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,322 | $6,420-63.8% | $5,606-58.6% | $4,779-51.4% |
| Participant deferral / active EE | $6,346 | $7,642-16.9% | $6,927-8.4% | $5,609+13.2% |
| Admin fee / account holder | $6,562 | $13,328-50.8% | $10,705-38.7% | $10,827-39.4% |