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 | $5,490 | $48,795-88.7% | $65,493-91.6% | $84,808-93.5% |
| Participation rate | 77.6% | 67.0%+10.6pp | 73.1%+4.5pp | 68.3%+9.2pp |
| Annual return | 24.24% | 20.20%+4.0pp | 982.45%-958.2pp | 40.90%-16.7pp |
| Employer contribution / active EE | $829 | $1,930-57.0% | $2,574-67.8% | $2,631-68.5% |
| Participant deferral / active EE | $2,146 | $2,928-26.7% | $3,961-45.8% | $4,212-49.1% |
| Admin fee / account holder | $1,390 | $3,877-64.2% | $5,028-72.4% | $7,344-81.1% |