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 | $4,216 | $60,022-93.0% | $88,946-95.3% | $84,808-95.0% |
| Participation rate | 90.8% | 57.8%+32.9pp | 68.8%+21.9pp | 68.3%+22.5pp |
| Annual return | 21.90% | 22.43%-0.5pp | 57.82%-35.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,471 | $3,114-52.8% | $4,581-67.9% | $4,212-65.1% |
| Admin fee / account holder | $378 | $4,811-92.1% | $8,261-95.4% | $7,344-94.9% |