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 | $5,017 | $57,016-91.2% | $84,966-94.1% | $80,856-93.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 15.05% | 21.66%-6.6pp | 66.38%-51.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $624 | $1,798-65.3% | $2,727-77.1% | $2,755-77.3% |
| Participant deferral / active EE | $1,960 | $3,110-37.0% | $4,519-56.6% | $4,296-54.4% |
| Admin fee / account holder | $647 | $4,980-87.0% | $6,149-89.5% | $6,918-90.7% |