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 | $5,888 | $60,022-90.2% | $88,946-93.4% | $84,808-93.1% |
| Participation rate | 72.7% | 57.8%+14.9pp | 68.8%+3.9pp | 68.3%+4.4pp |
| Annual return | 21.54% | 22.43%-0.9pp | 57.82%-36.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,035 | $1,703-39.2% | $2,555-59.5% | $2,631-60.7% |
| Participant deferral / active EE | $1,310 | $3,114-57.9% | $4,581-71.4% | $4,212-68.9% |
| Admin fee / account holder | $2,152 | $4,811-55.3% | $8,261-73.9% | $7,344-70.7% |