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 | $3,899 | $46,553-91.6% | $64,056-93.9% | $75,163-94.8% |
| Participation rate | 88.6% | 65.9%+22.7pp | 72.3%+16.3pp | 67.2%+21.4pp |
| Annual return | 16.01% | 26.03%-10.0pp | 33.69%-17.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $472 | $1,974-76.1% | $2,747-82.8% | $2,670-82.3% |
| Participant deferral / active EE | $1,733 | $2,837-38.9% | $3,880-55.3% | $4,125-58.0% |
| Admin fee / account holder | $513 | $2,952-82.6% | $3,068-83.3% | $5,651-90.9% |