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 | $6,072 | $93,571-93.5% | $135,903-95.5% | $75,163-91.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 33.77% | 30.90%+2.9pp | 68.23%-34.5pp | 160.62%-126.9pp |
| Employer contribution / active EE | $1,468 | $3,537-58.5% | $4,856-69.8% | $2,670-45.0% |
| Participant deferral / active EE | $2,767 | $6,404-56.8% | $7,758-64.3% | $4,125-32.9% |
| Admin fee / account holder | $1,022 | $6,975-85.3% | $10,762-90.5% | $5,651-81.9% |