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 | $7,084 | $80,717-91.2% | $154,803-95.4% | $84,808-91.6% |
| Participation rate | 73.0% | 66.8%+6.2pp | 78.1%-5.1pp | 68.3%+4.7pp |
| Annual return | 17.97% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $619 | $2,761-77.6% | $4,305-85.6% | $2,631-76.5% |
| Participant deferral / active EE | $1,011 | $3,303-69.4% | $5,540-81.8% | $4,212-76.0% |
| Admin fee / account holder | $958 | $6,746-85.8% | $14,329-93.3% | $7,344-86.9% |