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 8-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 | $6,092 | $86,944-93.0% | $107,525-94.3% | $74,304-91.8% |
| Participation rate | 88.5% | 59.6%+28.9pp | 75.1%+13.4pp | 60.3%+28.1pp |
| Annual return | 23.23% | 23.52%-0.3pp | 181.32%-158.1pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,382 | $3,554-33.0% | $5,116-53.4% | $3,767-36.8% |
| Admin fee / account holder | $470 | $3,727-87.4% | $8,919-94.7% | $2,969-84.2% |