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 | $6,422 | $58,208-89.0% | $81,812-92.2% | $80,856-92.1% |
| Participation rate | 76.5% | 63.4%+13.1pp | 72.3%+4.1pp | 67.6%+8.8pp |
| Annual return | 13.27% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $703 | $2,340-69.9% | $2,912-75.9% | $2,755-74.5% |
| Participant deferral / active EE | $2,505 | $3,281-23.7% | $4,319-42.0% | $4,296-41.7% |
| Admin fee / account holder | $332 | $4,981-93.3% | $7,386-95.5% | $6,918-95.2% |