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 | $4,766 | $59,101-91.9% | $77,163-93.8% | $75,163-93.7% |
| Participation rate | 91.7% | 63.9%+27.8pp | 69.6%+22.1pp | 67.2%+24.5pp |
| Annual return | 19.90% | 26.71%-6.8pp | 37.87%-18.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $787 | $1,995-60.5% | $2,535-68.9% | $2,670-70.5% |
| Participant deferral / active EE | $1,479 | $2,999-50.7% | $3,833-61.4% | $4,125-64.1% |
| Admin fee / account holder | $566 | $4,774-88.1% | $5,472-89.7% | $5,651-90.0% |