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 | $3,202 | $48,230-93.4% | $67,502-95.3% | $80,856-96.0% |
| Participation rate | 76.9% | 66.4%+10.6pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 19.67% | 18.28%+1.4pp | 3512.12%-3492.5pp | 35.59%-15.9pp |
| Employer contribution / active EE | $365 | $2,020-81.9% | $2,731-86.6% | $2,755-86.7% |
| Participant deferral / active EE | $1,526 | $2,924-47.8% | $4,000-61.8% | $4,296-64.5% |
| Admin fee / account holder | $1,190 | $3,681-67.7% | $3,998-70.2% | $6,918-82.8% |