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 | $3,283 | $60,892-94.6% | $82,389-96.0% | $84,808-96.1% |
| Participation rate | 87.5% | 63.3%+24.2pp | 69.5%+18.0pp | 68.3%+19.2pp |
| Annual return | 20.68% | 37.29%-16.6pp | 28.67%-8.0pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,992 | $3,179-37.3% | $4,155-52.0% | $4,212-52.7% |
| Admin fee / account holder | $736 | $5,467-86.5% | $7,231-89.8% | $7,344-90.0% |