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 | $8,819 | $100,852-91.3% | $90,404-90.2% | $158,922-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.85% | 1724.20%-1715.4pp | 1293.02%-1284.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,228 | $3,689-66.7% | $3,262-62.3% | $4,761-74.2% |
| Participant deferral / active EE | $2,653 | $4,348-39.0% | $3,963-33.1% | $5,982-55.7% |
| Admin fee / account holder | $1,013 | $6,501-84.4% | $5,611-81.9% | $11,246-91.0% |