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 4-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 | $14,446 | $102,317-85.9% | $146,958-90.2% | $80,856-82.1% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.4pp | 67.6%+23.0pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,230 | $3,713-66.9% | $4,933-75.1% | $2,755-55.3% |
| Participant deferral / active EE | $2,866 | $6,644-56.9% | $8,070-64.5% | $4,296-33.3% |
| Admin fee / account holder | $1,910 | $7,941-75.9% | $12,998-85.3% | $6,918-72.4% |