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 | $5,352 | $68,547-92.2% | $120,354-95.6% | $80,856-93.4% |
| Participation rate | 98.8% | 61.6%+37.2pp | 71.9%+26.9pp | 67.6%+31.2pp |
| Annual return | 15.08% | 23.60%-8.5pp | 107.15%-92.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,698 | $2,051-17.2% | $3,463-51.0% | $2,755-38.4% |
| Participant deferral / active EE | $1,609 | $3,173-49.3% | $4,991-67.8% | $4,296-62.5% |
| Admin fee / account holder | $525 | $5,732-90.8% | $9,423-94.4% | $6,918-92.4% |