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 | $11,469 | $61,605-81.4% | $112,229-89.8% | $75,163-84.7% |
| Participation rate | 71.4% | 61.7%+9.7pp | 72.4%-1.0pp | 67.2%+4.2pp |
| Annual return | 68.69% | 28.47%+40.2pp | 30.20%+38.5pp | 160.62%-91.9pp |
| Employer contribution / active EE | $1,542 | $2,015-23.5% | $3,430-55.0% | $2,670-42.2% |
| Participant deferral / active EE | $3,763 | $3,108+21.1% | $4,798-21.6% | $4,125-8.8% |
| Admin fee / account holder | $816 | $4,862-83.2% | $7,748-89.5% | $5,651-85.6% |