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 | $12,164 | $210,648-94.2% | $177,989-93.2% | $145,922-91.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.87% | 385.86%-366.0pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,736 | $4,565-40.1% | $3,949-30.7% | $4,660-41.3% |
| Participant deferral / active EE | $6,872 | $6,958-1.2% | $6,276+9.5% | $6,688+2.8% |
| Admin fee / account holder | $461 | $12,013-96.2% | $10,363-95.6% | $13,397-96.6% |