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 | $5,684 | $97,744-94.2% | $103,476-94.5% | $145,922-96.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 82.72% | 25.41%+57.3pp | 23.90%+58.8pp | 561.29%-478.6pp |
| Employer contribution / active EE | $2,270 | $4,677-51.5% | $4,672-51.4% | $4,660-51.3% |
| Participant deferral / active EE | $2,102 | $6,603-68.2% | $6,623-68.3% | $6,688-68.6% |
| Admin fee / account holder | $399 | $12,515-96.8% | $9,413-95.8% | $13,397-97.0% |