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 | $22,794 | $150,440-84.8% | $136,294-83.3% | $147,584-84.6% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 14.92% | 1049.08%-1034.2pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,131 | $5,256-59.5% | $4,695-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $2,838 | $6,630-57.2% | $6,247-54.6% | $5,439-47.8% |
| Admin fee / account holder | $447 | $10,905-95.9% | $9,243-95.2% | $10,885-95.9% |