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 8-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 | $3,319 | $51,175-93.5% | $70,515-95.3% | $75,163-95.6% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.3%+27.7pp | 67.2%+28.8pp |
| Annual return | 16.59% | 30.02%-13.4pp | 32.77%-16.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $489 | $1,826-73.2% | $2,973-83.6% | $2,670-81.7% |
| Participant deferral / active EE | $998 | $2,849-65.0% | $4,567-78.1% | $4,125-75.8% |
| Admin fee / account holder | $408 | $4,091-90.0% | $6,412-93.6% | $5,651-92.8% |