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 7-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 | $5,259 | $177,572-97.0% | $154,803-96.6% | $142,382-96.3% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 21.72% | 65.07%-43.3pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $928 | $4,810-80.7% | $4,305-78.4% | $4,299-78.4% |
| Participant deferral / active EE | $2,296 | $6,272-63.4% | $5,540-58.6% | $6,507-64.7% |
| Admin fee / account holder | $490 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |