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 | $4,177 | $48,795-91.4% | $65,493-93.6% | $84,808-95.1% |
| Participation rate | 80.0% | 67.0%+13.0pp | 73.1%+6.9pp | 68.3%+11.7pp |
| Annual return | 26.72% | 20.20%+6.5pp | 982.45%-955.7pp | 40.90%-14.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,487 | $2,928-15.1% | $3,961-37.2% | $4,212-40.9% |
| Admin fee / account holder | $1,350 | $3,877-65.2% | $5,028-73.1% | $7,344-81.6% |