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 7-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 | $10,800 | $118,849-90.9% | $96,562-88.8% | $167,490-93.6% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 82.34% | 50.49%+31.9pp | 37.78%+44.6pp | 478.56%-396.2pp |
| Employer contribution / active EE | $3,449 | $3,120+10.6% | $2,356+46.4% | $4,837-28.7% |
| Participant deferral / active EE | $5,083 | $4,616+10.1% | $3,849+32.1% | $6,341-19.8% |
| Admin fee / account holder | $624 | $8,065-92.3% | $6,181-89.9% | $12,309-94.9% |