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 | $5,917 | $81,248-92.7% | $155,509-96.2% | $80,856-92.7% |
| Participation rate | 70.4% | 66.2%+4.1pp | 78.2%-7.8pp | 67.6%+2.7pp |
| Annual return | 12.12% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,172 | $3,100-62.2% | $4,672-74.9% | $2,755-57.5% |
| Participant deferral / active EE | $1,451 | $3,452-58.0% | $5,626-74.2% | $4,296-66.2% |
| Admin fee / account holder | $1,329 | $7,997-83.4% | $15,912-91.6% | $6,918-80.8% |