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 5-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 | $9,129 | $83,902-89.1% | $167,512-94.6% | $84,808-89.2% |
| Participation rate | 91.9% | 66.5%+25.4pp | 77.1%+14.8pp | 68.3%+23.6pp |
| Annual return | 17.84% | 91.55%-73.7pp | 1615.79%-1598.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,460 | $2,264-35.5% | $3,882-62.4% | $2,631-44.5% |
| Participant deferral / active EE | $1,816 | $4,442-59.1% | $6,405-71.6% | $4,212-56.9% |
| Admin fee / account holder | $1,530 | $7,915-80.7% | $9,769-84.3% | $7,344-79.2% |