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 4-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 | $5,206 | $158,398-96.7% | $126,539-95.9% | $142,382-96.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 58.34% | 593.76%-535.4pp | 425.95%-367.6pp | 217.08%-158.7pp |
| Employer contribution / active EE | $1,416 | $4,650-69.6% | $3,674-61.5% | $4,299-67.1% |
| Participant deferral / active EE | $1,560 | $4,767-67.3% | $4,083-61.8% | $6,507-76.0% |
| Admin fee / account holder | $342 | $6,918-95.1% | $6,065-94.4% | $12,624-97.3% |