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 | $14,999 | $180,449-91.7% | $154,107-90.3% | $135,375-88.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -1.93% | 888.09%-890.0pp | 735.12%-737.0pp | 519.73%-521.7pp |
| Employer contribution / active EE | $5,800 | $6,035-3.9% | $5,298+9.5% | $4,779+21.4% |
| Participant deferral / active EE | $5,134 | $5,806-11.6% | $5,081+1.0% | $5,609-8.5% |
| Admin fee / account holder | $5,862 | $16,143-63.7% | $13,411-56.3% | $10,827-45.9% |