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 5-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 | $15,108 | $65,561-77.0% | $86,188-82.5% | $75,163-79.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.85% | 46.05%-26.2pp | 1168.45%-1148.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $5,946 | $1,553+282.9% | $2,380+149.8% | $2,670+122.7% |
| Participant deferral / active EE | $4,400 | $3,024+45.5% | $3,985+10.4% | $4,125+6.7% |
| Admin fee / account holder | $353 | $5,474-93.6% | $6,852-94.9% | $5,651-93.8% |