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 5-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 | $4,468 | $60,892-92.7% | $82,389-94.6% | $84,808-94.7% |
| Participation rate | 91.4% | 63.3%+28.2pp | 69.5%+21.9pp | 68.3%+23.1pp |
| Annual return | 16.55% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,515 | $3,179-52.3% | $4,155-63.5% | $4,212-64.0% |
| Admin fee / account holder | $1,556 | $5,467-71.5% | $7,231-78.5% | $7,344-78.8% |