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 | $7,291 | $74,927-90.3% | $101,794-92.8% | $84,808-91.4% |
| Participation rate | 92.2% | 61.4%+30.8pp | 69.2%+23.0pp | 68.3%+23.8pp |
| Annual return | 21.64% | 18.70%+2.9pp | 30.53%-8.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $456 | $1,522-70.0% | $2,289-80.1% | $2,631-82.7% |
| Participant deferral / active EE | $2,006 | $3,099-35.3% | $4,084-50.9% | $4,212-52.4% |
| Admin fee / account holder | $501 | $6,514-92.3% | $8,777-94.3% | $7,344-93.2% |