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 | $15,480 | $82,630-81.3% | $64,105-75.9% | $125,391-87.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.46% | 1489.72%-1493.2pp | 791.24%-794.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $2,694 | $2,671+0.8% | $1,820+48.0% | $4,866-44.6% |
| Participant deferral / active EE | $4,556 | $3,608+26.2% | $2,822+61.4% | $5,352-14.9% |
| Admin fee / account holder | $428 | $6,382-93.3% | $4,499-90.5% | $9,540-95.5% |