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 | $6,597 | $74,927-91.2% | $101,794-93.5% | $84,808-92.2% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.2%+2.8pp | 68.3%+3.7pp |
| Annual return | 23.72% | 18.70%+5.0pp | 30.53%-6.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,890 | $3,099-39.0% | $4,084-53.7% | $4,212-55.1% |
| Admin fee / account holder | $2,020 | $6,514-69.0% | $8,777-77.0% | $7,344-72.5% |