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 | $4,900 | $190,805-97.4% | $159,960-96.9% | $134,475-96.4% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -19.84% | 552.23%-572.1pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,941 | $4,995-1.1% | $4,226+16.9% | $4,740+4.3% |
| Participant deferral / active EE | $7,322 | $6,923+5.8% | $6,182+18.4% | $6,400+14.4% |
| Admin fee / account holder | $1,597 | $10,471-84.7% | $8,698-81.6% | $11,426-86.0% |