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 7-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 | $8,322 | $159,901-94.8% | $146,958-94.3% | $145,922-94.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 42.30% | 98.13%-55.8pp | 418.34%-376.0pp | 561.29%-519.0pp |
| Employer contribution / active EE | $2,090 | $5,286-60.5% | $4,933-57.6% | $4,660-55.1% |
| Participant deferral / active EE | $2,710 | $8,428-67.8% | $8,070-66.4% | $6,688-59.5% |
| Admin fee / account holder | $1,738 | $15,044-88.4% | $12,998-86.6% | $13,397-87.0% |