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 6-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 | $5,770 | $60,022-90.4% | $88,946-93.5% | $84,808-93.2% |
| Participation rate | 80.4% | 57.8%+22.6pp | 68.8%+11.6pp | 68.3%+12.1pp |
| Annual return | 14.99% | 22.43%-7.4pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,089 | $3,114-65.0% | $4,581-76.2% | $4,212-74.2% |
| Admin fee / account holder | $991 | $4,811-79.4% | $8,261-88.0% | $7,344-86.5% |