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 3-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 | $5,104 | $80,717-93.7% | $154,803-96.7% | $84,808-94.0% |
| Participation rate | 91.3% | 66.8%+24.5pp | 78.1%+13.2pp | 68.3%+23.0pp |
| Annual return | 33.32% | 37.96%-4.6pp | 58.88%-25.6pp | 40.90%-7.6pp |
| Employer contribution / active EE | $1,336 | $2,761-51.6% | $4,305-69.0% | $2,631-49.2% |
| Participant deferral / active EE | $2,643 | $3,303-20.0% | $5,540-52.3% | $4,212-37.2% |
| Admin fee / account holder | $372 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |