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 9-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 | $6,250 | $63,355-90.1% | $91,989-93.2% | $72,985-91.4% |
| Participation rate | 95.0% | 72.5%+22.5pp | 78.6%+16.4pp | 69.5%+25.5pp |
| Annual return | 33.43% | 35.35%-1.9pp | 69.02%-35.6pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,595 | $2,116-24.6% | $3,452-53.8% | $2,440-34.6% |
| Participant deferral / active EE | $2,356 | $4,883-51.8% | $5,923-60.2% | $3,607-34.7% |
| Admin fee / account holder | $526 | $4,668-88.7% | $7,743-93.2% | $5,124-89.7% |