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 | $11,713 | $138,065-91.5% | $123,544-90.5% | $135,375-91.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.96% | 153.68%-160.6pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,409 | $5,151-72.6% | $4,628-69.5% | $4,779-70.5% |
| Participant deferral / active EE | $4,219 | $6,799-38.0% | $6,426-34.3% | $5,609-24.8% |
| Admin fee / account holder | $2,211 | $10,916-79.7% | $9,284-76.2% | $10,827-79.6% |