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 | $17,288 | $159,901-89.2% | $146,958-88.2% | $145,922-88.2% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 810.48% | 98.13%+712.3pp | 418.34%+392.1pp | 561.29%+249.2pp |
| Employer contribution / active EE | $4,925 | $5,286-6.8% | $4,933-0.2% | $4,660+5.7% |
| Participant deferral / active EE | $9,699 | $8,428+15.1% | $8,070+20.2% | $6,688+45.0% |
| Admin fee / account holder | $10,592 | $15,044-29.6% | $12,998-18.5% | $13,397-20.9% |