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 8-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 | $10,983 | $108,919-89.9% | $100,391-89.1% | $145,922-92.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,346 | $4,419-46.9% | $3,942-40.5% | $4,660-49.6% |
| Participant deferral / active EE | $6,115 | $8,445-27.6% | $8,082-24.3% | $6,688-8.6% |
| Admin fee / account holder | $1,288 | $9,689-86.7% | $7,899-83.7% | $13,397-90.4% |