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 4-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 | $3,452 | $109,817-96.9% | $98,442-96.5% | $167,490-97.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $623 | $3,224-80.7% | $2,960-78.9% | $4,837-87.1% |
| Participant deferral / active EE | $2,468 | $4,673-47.2% | $4,276-42.3% | $6,341-61.1% |
| Admin fee / account holder | $363 | $6,753-94.6% | $5,949-93.9% | $12,309-97.1% |