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 | $6,486 | $110,261-94.1% | $95,745-93.2% | $139,434-95.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 30.06% | 27.11%+3.0pp | 28.35%+1.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,504 | $3,257-53.8% | $2,835-46.9% | $4,751-68.3% |
| Participant deferral / active EE | $2,344 | $4,676-49.9% | $4,245-44.8% | $6,710-65.1% |
| Admin fee / account holder | $485 | $6,613-92.7% | $5,678-91.5% | $11,403-95.7% |