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 | $10,444 | $102,604-89.8% | $86,188-87.9% | $139,434-92.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 30.01% | 1922.51%-1892.5pp | 1168.45%-1138.4pp | 372.94%-342.9pp |
| Employer contribution / active EE | $2,839 | $3,032-6.4% | $2,380+19.3% | $4,751-40.2% |
| Participant deferral / active EE | $6,109 | $4,676+30.6% | $3,985+53.3% | $6,710-9.0% |
| Admin fee / account holder | $4,008 | $8,657-53.7% | $6,852-41.5% | $11,403-64.9% |