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 | $2,962 | $51,576-94.3% | $129,207-97.7% | $80,856-96.3% |
| Participation rate | 83.3% | 57.0%+26.4pp | 69.6%+13.7pp | 67.6%+15.7pp |
| Annual return | 14.48% | 20.81%-6.3pp | 9417.33%-9402.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $598 | $1,584-62.3% | $4,153-85.6% | $2,755-78.3% |
| Participant deferral / active EE | $981 | $2,669-63.2% | $4,168-76.5% | $4,296-77.2% |
| Admin fee / account holder | $381 | $4,305-91.2% | $7,715-95.1% | $6,918-94.5% |