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 8-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 | $15,896 | $98,750-83.9% | $149,696-89.4% | $79,858-80.1% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.8pp |
| Annual return | 62.55% | 27.43%+35.1pp | 276.60%-214.1pp | 31.71%+30.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,118 | $5,680+60.5% | $6,842+33.3% | $3,740+143.8% |
| Admin fee / account holder | $901 | $6,053-85.1% | $9,309-90.3% | $5,306-83.0% |