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 | $5,431 | $60,892-91.1% | $82,389-93.4% | $84,808-93.6% |
| Participation rate | 96.4% | 63.3%+33.2pp | 69.5%+26.9pp | 68.3%+28.1pp |
| Annual return | 20.44% | 37.29%-16.9pp | 28.67%-8.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,078 | $3,179-3.2% | $4,155-25.9% | $4,212-26.9% |
| Admin fee / account holder | $1,176 | $5,467-78.5% | $7,231-83.7% | $7,344-84.0% |