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 | $10,391 | $83,902-87.6% | $167,512-93.8% | $84,808-87.7% |
| Participation rate | 78.7% | 66.5%+12.3pp | 77.1%+1.7pp | 68.3%+10.4pp |
| Annual return | 16.07% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,043 | $2,264-53.9% | $3,882-73.1% | $2,631-60.4% |
| Participant deferral / active EE | $2,305 | $4,442-48.1% | $6,405-64.0% | $4,212-45.3% |
| Admin fee / account holder | $456 | $7,915-94.2% | $9,769-95.3% | $7,344-93.8% |