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 | $5,461 | $73,933-92.6% | $96,683-94.4% | $75,163-92.7% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 21.95% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,259 | $2,928-57.0% | $3,737-66.3% | $2,670-52.8% |
| Participant deferral / active EE | $2,989 | $3,659-18.3% | $4,878-38.7% | $4,125-27.5% |
| Admin fee / account holder | $435 | $5,216-91.7% | $6,730-93.5% | $5,651-92.3% |