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 | $4,206 | $89,753-95.3% | $107,525-96.1% | $84,808-95.0% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 22.29% | 29.48%-7.2pp | 181.32%-159.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,709 | $4,056-57.9% | $5,116-66.6% | $4,212-59.4% |
| Admin fee / account holder | $784 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |