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 | $6,697 | $60,892-89.0% | $82,389-91.9% | $84,808-92.1% |
| Participation rate | 71.9% | 63.3%+8.6pp | 69.5%+2.4pp | 68.3%+3.6pp |
| Annual return | 33.20% | 37.29%-4.1pp | 28.67%+4.5pp | 40.90%-7.7pp |
| Employer contribution / active EE | $606 | $1,779-66.0% | $2,517-75.9% | $2,631-77.0% |
| Participant deferral / active EE | $1,708 | $3,179-46.3% | $4,155-58.9% | $4,212-59.4% |
| Admin fee / account holder | $1,270 | $5,467-76.8% | $7,231-82.4% | $7,344-82.7% |