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 | $4,347 | $92,703-95.3% | $82,719-94.7% | $134,475-96.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.20% | 944.92%-950.1pp | 701.18%-706.4pp | 417.96%-423.2pp |
| Employer contribution / active EE | $797 | $3,274-75.6% | $3,009-73.5% | $4,740-83.2% |
| Participant deferral / active EE | $1,270 | $4,802-73.5% | $4,395-71.1% | $6,400-80.1% |
| Admin fee / account holder | $635 | $5,983-89.4% | $5,329-88.1% | $11,426-94.4% |