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 4-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 | $11,146 | $190,805-94.2% | $159,960-93.0% | $134,475-91.7% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | 73.14% | 552.23%-479.1pp | 408.60%-335.5pp | 417.96%-344.8pp |
| Employer contribution / active EE | $1,933 | $4,995-61.3% | $4,226-54.3% | $4,740-59.2% |
| Participant deferral / active EE | $5,209 | $6,923-24.8% | $6,182-15.8% | $6,400-18.6% |
| Admin fee / account holder | $1,255 | $10,471-88.0% | $8,698-85.6% | $11,426-89.0% |