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 6-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 | $6,164 | $80,717-92.4% | $154,803-96.0% | $84,808-92.7% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 19.45% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $971 | $2,761-64.8% | $4,305-77.4% | $2,631-63.1% |
| Participant deferral / active EE | $2,568 | $3,303-22.3% | $5,540-53.7% | $4,212-39.0% |
| Admin fee / account holder | $302 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |