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 | $23,423 | $168,632-86.1% | $147,614-84.1% | $125,391-81.3% |
| Participation rate | 73.3% | 88.8%-15.4pp | 84.6%-11.3pp | 83.2%-9.9pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,312 | $6,252-63.0% | $5,564-58.5% | $4,866-52.5% |
| Participant deferral / active EE | $4,818 | $5,507-12.5% | $4,895-1.6% | $5,352-10.0% |
| Admin fee / account holder | $2,138 | $13,580-84.3% | $11,611-81.6% | $9,540-77.6% |