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 | $6,478 | $74,927-91.4% | $101,794-93.6% | $84,808-92.4% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.2%+12.1pp | 68.3%+12.9pp |
| Annual return | 22.07% | 18.70%+3.4pp | 30.53%-8.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $712 | $1,522-53.2% | $2,289-68.9% | $2,631-72.9% |
| Participant deferral / active EE | $1,357 | $3,099-56.2% | $4,084-66.8% | $4,212-67.8% |
| Admin fee / account holder | $1,081 | $6,514-83.4% | $8,777-87.7% | $7,344-85.3% |