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 | $6,189 | $102,553-94.0% | $151,611-95.9% | $66,914-90.8% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.5%+2.8pp | 69.8%+20.5pp |
| Annual return | 0.00% | -10.82%+10.8pp | 3.33%-3.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,556 | $4,180-38.9% | $6,166-58.5% | $2,544+0.5% |
| Participant deferral / active EE | $4,603 | $6,641-30.7% | $8,363-45.0% | $4,237+8.7% |
| Admin fee / account holder | $367 | $630-41.8% | $11,616-96.8% | $593-38.2% |