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 | $6,452 | $80,717-92.0% | $154,803-95.8% | $84,808-92.4% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.5pp | 68.3%+13.3pp |
| Annual return | 25.82% | 37.96%-12.1pp | 58.88%-33.1pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,036 | $2,761-62.5% | $4,305-75.9% | $2,631-60.6% |
| Participant deferral / active EE | $1,970 | $3,303-40.4% | $5,540-64.4% | $4,212-53.2% |
| Admin fee / account holder | $1,045 | $6,746-84.5% | $14,329-92.7% | $7,344-85.8% |