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 | $3,769 | $44,960-91.6% | $84,966-95.6% | $74,495-94.9% |
| Participation rate | 84.4% | 49.4%+35.1pp | 67.5%+16.9pp | 67.2%+17.2pp |
| Annual return | 68.53% | 26.24%+42.3pp | 66.38%+2.2pp | 1364.94%-1296.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,049 | $2,731+11.6% | $4,519-32.5% | $4,346-29.9% |
| Admin fee / account holder | $595 | $2,209-73.1% | $6,149-90.3% | $1,942-69.4% |