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 | $9,327 | $105,998-91.2% | $92,233-89.9% | $147,584-93.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.15% | 50.05%-24.9pp | 176.28%-151.1pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,961 | $4,333-31.7% | $3,679-19.5% | $4,876-39.3% |
| Participant deferral / active EE | $2,603 | $4,478-41.9% | $3,897-33.2% | $5,439-52.1% |
| Admin fee / account holder | $500 | $6,332-92.1% | $5,194-90.4% | $10,885-95.4% |