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 | $4,864 | $48,230-89.9% | $67,502-92.8% | $80,856-94.0% |
| Participation rate | 90.2% | 66.4%+23.8pp | 72.9%+17.3pp | 67.6%+22.5pp |
| Annual return | 18.05% | 18.28%-0.2pp | 3512.12%-3494.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,180 | $2,020-41.6% | $2,731-56.8% | $2,755-57.2% |
| Participant deferral / active EE | $1,518 | $2,924-48.1% | $4,000-62.0% | $4,296-64.7% |
| Admin fee / account holder | $523 | $3,681-85.8% | $3,998-86.9% | $6,918-92.4% |