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 | $3,644 | $60,892-94.0% | $82,389-95.6% | $84,808-95.7% |
| Participation rate | 91.9% | 63.3%+28.7pp | 69.5%+22.4pp | 68.3%+23.6pp |
| Annual return | 30.10% | 37.29%-7.2pp | 28.67%+1.4pp | 40.90%-10.8pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,455 | $3,179-22.8% | $4,155-40.9% | $4,212-41.7% |
| Admin fee / account holder | $719 | $5,467-86.8% | $7,231-90.1% | $7,344-90.2% |