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 5-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 | $2,805 | $57,281-95.1% | $86,612-96.8% | $75,163-96.3% |
| Participation rate | 81.6% | 63.2%+18.4pp | 71.7%+9.9pp | 67.2%+14.4pp |
| Annual return | 21.00% | 2670.75%-2649.7pp | 591.07%-570.1pp | 160.62%-139.6pp |
| Employer contribution / active EE | $452 | $2,314-80.5% | $3,022-85.0% | $2,670-83.1% |
| Participant deferral / active EE | $995 | $3,318-70.0% | $4,438-77.6% | $4,125-75.9% |
| Admin fee / account holder | $459 | $4,112-88.8% | $5,614-91.8% | $5,651-91.9% |