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 4-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 | $8,724 | $102,317-91.5% | $146,958-94.1% | $80,856-89.2% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 14.71% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,624 | $3,713-29.3% | $4,933-46.8% | $2,755-4.8% |
| Participant deferral / active EE | $6,454 | $6,644-2.9% | $8,070-20.0% | $4,296+50.2% |
| Admin fee / account holder | $416 | $7,941-94.8% | $12,998-96.8% | $6,918-94.0% |