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 | $7,626 | $52,953-85.6% | $172,739-95.6% | $65,185-88.3% |
| Participation rate | 78.5% | 66.2%+12.3pp | 82.6%-4.1pp | 70.2%+8.3pp |
| Annual return | 48.38% | 30.12%+18.3pp | 802.84%-754.5pp | 29.38%+19.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,106 | $2,471-55.2% | $5,198-78.7% | $3,514-68.5% |
| Admin fee / account holder | $425 | $472-10.0% | $13,954-97.0% | $847-49.9% |