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 | $4,279 | $105,126-95.9% | $94,646-95.5% | $139,434-96.9% |
| Participation rate | 70.0% | 82.4%-12.4pp | 80.8%-10.8pp | 80.3%-10.3pp |
| Annual return | 73.39% | 38.03%+35.4pp | 156.71%-83.3pp | 372.94%-299.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,018 | $7,599-60.3% | $7,418-59.3% | $6,710-55.0% |
| Admin fee / account holder | $370 | $8,984-95.9% | $7,231-94.9% | $11,403-96.8% |