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 | $8,595 | $111,724-92.3% | $93,606-90.8% | $145,922-94.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 21.83% | 202.98%-181.2pp | 133.20%-111.4pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,285 | $3,090-58.4% | $2,420-46.9% | $4,660-72.4% |
| Participant deferral / active EE | $3,601 | $4,912-26.7% | $4,411-18.4% | $6,688-46.2% |
| Admin fee / account holder | $1,385 | $10,250-86.5% | $8,285-83.3% | $13,397-89.7% |