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 | $4,274 | $48,795-91.2% | $65,493-93.5% | $84,808-95.0% |
| Participation rate | 73.0% | 67.0%+6.0pp | 73.1%-0.1pp | 68.3%+4.7pp |
| Annual return | 37.73% | 20.20%+17.5pp | 982.45%-944.7pp | 40.90%-3.2pp |
| Employer contribution / active EE | $852 | $1,930-55.9% | $2,574-66.9% | $2,631-67.6% |
| Participant deferral / active EE | $1,181 | $2,928-59.7% | $3,961-70.2% | $4,212-72.0% |
| Admin fee / account holder | $673 | $3,877-82.7% | $5,028-86.6% | $7,344-90.8% |