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 | $3,978 | $64,839-93.9% | $95,585-95.8% | $84,808-95.3% |
| Participation rate | 75.8% | 63.8%+11.9pp | 72.1%+3.7pp | 68.3%+7.4pp |
| Annual return | 28.41% | -670.96%+699.4pp | 38.56%-10.2pp | 40.90%-12.5pp |
| Employer contribution / active EE | $547 | $1,759-68.9% | $2,527-78.4% | $2,631-79.2% |
| Participant deferral / active EE | $1,375 | $2,965-53.6% | $4,023-65.8% | $4,212-67.3% |
| Admin fee / account holder | $420 | $5,964-93.0% | $6,127-93.1% | $7,344-94.3% |