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 | $3,835 | $107,452-96.4% | $91,541-95.8% | $142,382-97.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 18.10% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $317 | $2,994-89.4% | $2,505-87.3% | $4,299-92.6% |
| Participant deferral / active EE | $1,745 | $4,754-63.3% | $4,008-56.5% | $6,507-73.2% |
| Admin fee / account holder | $710 | $8,834-92.0% | $6,956-89.8% | $12,624-94.4% |