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 | $2,723 | $81,248-96.6% | $155,509-98.2% | $80,856-96.6% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 20.54% | 33.31%-12.8pp | 64.67%-44.1pp | 35.59%-15.0pp |
| Employer contribution / active EE | $876 | $3,100-71.7% | $4,672-81.3% | $2,755-68.2% |
| Participant deferral / active EE | $1,407 | $3,452-59.2% | $5,626-75.0% | $4,296-67.2% |
| Admin fee / account holder | $482 | $7,997-94.0% | $15,912-97.0% | $6,918-93.0% |