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 | $22,295 | $226,064-90.1% | $182,532-87.8% | $152,861-85.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.26% | 192.51%-162.2pp | 148.54%-118.3pp | 345.32%-315.1pp |
| Employer contribution / active EE | $7,343 | $4,978+47.5% | $4,076+80.1% | $4,762+54.2% |
| Participant deferral / active EE | $4,668 | $6,368-26.7% | $5,524-15.5% | $5,850-20.2% |
| Admin fee / account holder | $3,158 | $10,703-70.5% | $8,592-63.2% | $11,596-72.8% |