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 | $2,674 | $51,175-94.8% | $70,515-96.2% | $75,163-96.4% |
| Participation rate | 82.9% | 60.9%+21.9pp | 68.3%+14.5pp | 67.2%+15.7pp |
| Annual return | 24.51% | 30.02%-5.5pp | 32.77%-8.3pp | 160.62%-136.1pp |
| Employer contribution / active EE | $686 | $1,826-62.4% | $2,973-76.9% | $2,670-74.3% |
| Participant deferral / active EE | $1,423 | $2,849-50.0% | $4,567-68.8% | $4,125-65.5% |
| Admin fee / account holder | $512 | $4,091-87.5% | $6,412-92.0% | $5,651-90.9% |