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 3-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 | $17,530 | $102,317-82.9% | $146,958-88.1% | $80,856-78.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 20.33% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,999 | $3,713-46.2% | $4,933-59.5% | $2,755-27.4% |
| Participant deferral / active EE | $5,636 | $6,644-15.2% | $8,070-30.2% | $4,296+31.2% |
| Admin fee / account holder | $784 | $7,941-90.1% | $12,998-94.0% | $6,918-88.7% |