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 | $3,986 | $78,926-94.9% | $136,749-97.1% | $84,808-95.3% |
| Participation rate | 78.1% | 62.2%+15.9pp | 72.1%+6.0pp | 68.3%+9.8pp |
| Annual return | 22.64% | 18.17%+4.5pp | 24.33%-1.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,112 | $2,134-47.9% | $3,400-67.3% | $2,631-57.7% |
| Participant deferral / active EE | $1,433 | $3,168-54.8% | $4,692-69.5% | $4,212-66.0% |
| Admin fee / account holder | $416 | $6,369-93.5% | $11,386-96.4% | $7,344-94.3% |