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 10-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 | $13,500 | $226,064-94.0% | $182,532-92.6% | $152,861-91.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.56% | 192.51%-166.9pp | 148.54%-123.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,691 | $4,978-45.9% | $4,076-34.0% | $4,762-43.5% |
| Participant deferral / active EE | $3,138 | $6,368-50.7% | $5,524-43.2% | $5,850-46.4% |
| Admin fee / account holder | $443 | $10,703-95.9% | $8,592-94.8% | $11,596-96.2% |