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 | $29,702 | $171,865-82.7% | $149,718-80.2% | $147,584-79.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 42.53% | 2113.22%-2070.7pp | 1501.63%-1459.1pp | 578.55%-536.0pp |
| Employer contribution / active EE | $3,181 | $6,275-49.3% | $5,445-41.6% | $4,876-34.8% |
| Participant deferral / active EE | $6,386 | $7,271-12.2% | $6,569-2.8% | $5,439+17.4% |
| Admin fee / account holder | $2,079 | $13,799-84.9% | $11,283-81.6% | $10,885-80.9% |