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 | $6,271 | $66,098-90.5% | $101,794-93.8% | $74,304-91.6% |
| Participation rate | 85.2% | 53.8%+31.4pp | 69.2%+16.0pp | 60.3%+24.8pp |
| Annual return | 62.53% | 19.59%+42.9pp | 30.53%+32.0pp | 29.43%+33.1pp |
| Employer contribution / active EE | $1,255 | $1,082+16.1% | $2,289-45.1% | $2,241-44.0% |
| Participant deferral / active EE | $1,951 | $2,781-29.8% | $4,084-52.2% | $3,767-48.2% |
| Admin fee / account holder | $357 | $4,146-91.4% | $8,777-95.9% | $2,969-88.0% |