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 | $3,680 | $80,717-95.4% | $154,803-97.6% | $84,808-95.7% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 19.96% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $650 | $2,761-76.4% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $924 | $3,303-72.0% | $5,540-83.3% | $4,212-78.1% |
| Admin fee / account holder | $536 | $6,746-92.1% | $14,329-96.3% | $7,344-92.7% |