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 | $5,252 | $89,753-94.1% | $107,525-95.1% | $84,808-93.8% |
| Participation rate | 95.6% | 68.1%+27.5pp | 75.1%+20.5pp | 68.3%+27.2pp |
| Annual return | 21.88% | 29.48%-7.6pp | 181.32%-159.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,394 | $4,056-41.0% | $5,116-53.2% | $4,212-43.2% |
| Admin fee / account holder | $808 | $7,222-88.8% | $8,919-90.9% | $7,344-89.0% |