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 4-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 | $6,853 | $74,927-90.9% | $101,794-93.3% | $84,808-91.9% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.2%+10.5pp | 68.3%+11.3pp |
| Annual return | 20.85% | 18.70%+2.2pp | 30.53%-9.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $540 | $1,522-64.5% | $2,289-76.4% | $2,631-79.5% |
| Participant deferral / active EE | $1,459 | $3,099-52.9% | $4,084-64.3% | $4,212-65.4% |
| Admin fee / account holder | $629 | $6,514-90.3% | $8,777-92.8% | $7,344-91.4% |