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 | $4,177 | $77,899-94.6% | $149,673-97.2% | $75,163-94.4% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 24.05% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $688 | $3,137-78.1% | $4,818-85.7% | $2,670-74.2% |
| Participant deferral / active EE | $1,500 | $3,411-56.0% | $5,680-73.6% | $4,125-63.6% |
| Admin fee / account holder | $471 | $5,956-92.1% | $13,210-96.4% | $5,651-91.7% |