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 | $9,225 | $48,570-81.0% | $130,648-92.9% | $72,985-87.4% |
| Participation rate | 86.7% | 58.6%+28.1pp | 71.7%+14.9pp | 69.5%+17.2pp |
| Annual return | 26.94% | 38.63%-11.7pp | 1708.96%-1682.0pp | 81.00%-54.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,402 | $2,384+84.7% | $3,603+22.2% | $3,607+22.0% |
| Admin fee / account holder | $4,020 | $3,549+13.3% | $5,464-26.4% | $5,124-21.6% |