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 | $4,143 | $104,974-96.1% | $95,585-95.7% | $142,382-97.1% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 18.64% | 210.33%-191.7pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $590 | $2,779-78.8% | $2,527-76.6% | $4,299-86.3% |
| Participant deferral / active EE | $1,043 | $4,352-76.0% | $4,023-74.1% | $6,507-84.0% |
| Admin fee / account holder | $316 | $6,386-95.1% | $6,127-94.8% | $12,624-97.5% |