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 3-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 | $5,994 | $74,927-92.0% | $101,794-94.1% | $84,808-92.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 22.22% | 18.70%+3.5pp | 30.53%-8.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $701 | $1,522-53.9% | $2,289-69.4% | $2,631-73.3% |
| Participant deferral / active EE | $2,028 | $3,099-34.6% | $4,084-50.3% | $4,212-51.9% |
| Admin fee / account holder | $773 | $6,514-88.1% | $8,777-91.2% | $7,344-89.5% |