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 | $7,573 | $209,832-96.4% | $189,513-96.0% | $167,490-95.5% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 67.47% | 748.27%-680.8pp | 555.15%-487.7pp | 478.56%-411.1pp |
| Employer contribution / active EE | $2,394 | $6,914-65.4% | $6,162-61.1% | $4,837-50.5% |
| Participant deferral / active EE | $3,554 | $8,935-60.2% | $8,221-56.8% | $6,341-43.9% |
| Admin fee / account holder | $763 | $14,293-94.7% | $12,045-93.7% | $12,309-93.8% |