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 5-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 | $4,047 | $57,016-92.9% | $84,966-95.2% | $80,856-95.0% |
| Participation rate | 93.1% | 56.3%+36.8pp | 67.5%+25.6pp | 67.6%+25.5pp |
| Annual return | 15.11% | 21.66%-6.6pp | 66.38%-51.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,008 | $1,798-43.9% | $2,727-63.0% | $2,755-63.4% |
| Participant deferral / active EE | $1,915 | $3,110-38.4% | $4,519-57.6% | $4,296-55.4% |
| Admin fee / account holder | $1,134 | $4,980-77.2% | $6,149-81.5% | $6,918-83.6% |