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 5-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 | $4,919 | $81,248-93.9% | $155,509-96.8% | $80,856-93.9% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 11.85% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $587 | $3,100-81.1% | $4,672-87.4% | $2,755-78.7% |
| Participant deferral / active EE | $1,547 | $3,452-55.2% | $5,626-72.5% | $4,296-64.0% |
| Admin fee / account holder | $715 | $7,997-91.1% | $15,912-95.5% | $6,918-89.7% |