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 | $5,082 | $100,326-94.9% | $180,183-97.2% | $84,808-94.0% |
| Participation rate | 76.4% | 71.0%+5.4pp | 77.4%-1.1pp | 68.3%+8.1pp |
| Annual return | 19.40% | 17.86%+1.5pp | 27.86%-8.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,648 | $5,066-47.7% | $6,822-61.2% | $4,212-37.1% |
| Admin fee / account holder | $2,002 | $9,674-79.3% | $19,975-90.0% | $7,344-72.7% |