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 | $5,300 | $49,915-89.4% | $154,803-96.6% | $74,304-92.9% |
| Participation rate | 77.3% | 54.0%+23.3pp | 78.1%-0.8pp | 60.3%+16.9pp |
| Annual return | 26.11% | 34.06%-7.9pp | 58.88%-32.8pp | 29.43%-3.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,340 | $2,255+3.8% | $5,540-57.8% | $3,767-37.9% |
| Admin fee / account holder | $415 | $2,189-81.0% | $14,329-97.1% | $2,969-86.0% |