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 5-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 | $6,464 | $80,717-92.0% | $154,803-95.8% | $84,808-92.4% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 19.10% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $896 | $2,761-67.6% | $4,305-79.2% | $2,631-65.9% |
| Participant deferral / active EE | $2,659 | $3,303-19.5% | $5,540-52.0% | $4,212-36.9% |
| Admin fee / account holder | $1,599 | $6,746-76.3% | $14,329-88.8% | $7,344-78.2% |