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 9-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 | $20,759 | $152,587-86.4% | $125,175-83.4% | $152,861-86.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 42.75% | 54.84%-12.1pp | 43.79%-1.0pp | 345.32%-302.6pp |
| Employer contribution / active EE | $1,282 | $4,946-74.1% | $3,865-66.8% | $4,762-73.1% |
| Participant deferral / active EE | $13,042 | $5,868+122.3% | $4,937+164.2% | $5,850+122.9% |
| Admin fee / account holder | $830 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |