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 | $4,698 | $58,208-91.9% | $81,812-94.3% | $80,856-94.2% |
| Participation rate | 76.9% | 63.4%+13.5pp | 72.3%+4.6pp | 67.6%+9.3pp |
| Annual return | 12.94% | 41.66%-28.7pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,018 | $3,281-69.0% | $4,319-76.4% | $4,296-76.3% |
| Admin fee / account holder | $807 | $4,981-83.8% | $7,386-89.1% | $6,918-88.3% |