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 6-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 | $16,111 | $64,707-75.1% | $112,228-85.6% | $68,494-76.5% |
| Participation rate | 82.4% | 67.2%+15.3pp | 75.1%+7.4pp | 67.9%+14.5pp |
| Annual return | 1421.17% | -11.40%+1432.6pp | 27.45%+1393.7pp | -7.84%+1429.0pp |
| Employer contribution / active EE | $2,172 | $2,746-20.9% | $3,635-40.2% | $2,596-16.3% |
| Participant deferral / active EE | $4,030 | $3,565+13.1% | $4,728-14.8% | $4,027+0.1% |
| Admin fee / account holder | $465 | $5,232-91.1% | $6,410-92.7% | $5,403-91.4% |