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 | $26,909 | $198,466-86.4% | $170,442-84.2% | $147,584-81.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 56.62% | 257.29%-200.7pp | 205.93%-149.3pp | 578.55%-521.9pp |
| Employer contribution / active EE | $2,625 | $6,184-57.5% | $5,433-51.7% | $4,876-46.2% |
| Participant deferral / active EE | $3,970 | $5,629-29.5% | $4,939-19.6% | $5,439-27.0% |
| Admin fee / account holder | $1,569 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |