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 | $4,355 | $110,261-96.0% | $95,745-95.5% | $139,434-96.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.32% | 27.11%-5.8pp | 28.35%-7.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,318 | $3,257+1.9% | $2,835+17.1% | $4,751-30.2% |
| Participant deferral / active EE | $3,987 | $4,676-14.7% | $4,245-6.1% | $6,710-40.6% |
| Admin fee / account holder | $840 | $6,613-87.3% | $5,678-85.2% | $11,403-92.6% |