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 | $3,936 | $81,248-95.2% | $155,509-97.5% | $80,856-95.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 18.69% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,014 | $3,100-67.3% | $4,672-78.3% | $2,755-63.2% |
| Participant deferral / active EE | $2,481 | $3,452-28.1% | $5,626-55.9% | $4,296-42.2% |
| Admin fee / account holder | $1,318 | $7,997-83.5% | $15,912-91.7% | $6,918-81.0% |