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 8-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 | $9,010 | $102,966-91.2% | $90,281-90.0% | $152,861-94.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 65.42% | 95.16%-29.7pp | 78.10%-12.7pp | 345.32%-279.9pp |
| Employer contribution / active EE | $2,674 | $3,139-14.8% | $2,854-6.3% | $4,762-43.8% |
| Participant deferral / active EE | $4,300 | $4,281+0.4% | $3,885+10.7% | $5,850-26.5% |
| Admin fee / account holder | $518 | $6,171-91.6% | $5,351-90.3% | $11,596-95.5% |