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 | $11,709 | $102,317-88.6% | $146,958-92.0% | $80,856-85.5% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 12.67% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,225 | $6,644-51.5% | $8,070-60.0% | $4,296-24.9% |
| Admin fee / account holder | $1,027 | $7,941-87.1% | $12,998-92.1% | $6,918-85.2% |