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 | $16,879 | $56,199-70.0% | $67,652-75.1% | $59,632-71.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.01% | 18505.31%-18506.3pp | 6625.04%-6626.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $5,809 | $1,614+259.8% | $2,266+156.4% | $2,203+163.7% |
| Participant deferral / active EE | $2,641 | $2,844-7.1% | $3,560-25.8% | $3,192-17.2% |
| Admin fee / account holder | $461 | $3,958-88.4% | $4,821-90.4% | $4,297-89.3% |