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 | $6,235 | $60,892-89.8% | $82,389-92.4% | $84,808-92.6% |
| Participation rate | 79.4% | 63.3%+16.1pp | 69.5%+9.9pp | 68.3%+11.1pp |
| Annual return | 18.97% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-21.9pp |
| Employer contribution / active EE | $600 | $1,779-66.3% | $2,517-76.1% | $2,631-77.2% |
| Participant deferral / active EE | $1,345 | $3,179-57.7% | $4,155-67.6% | $4,212-68.1% |
| Admin fee / account holder | $1,304 | $5,467-76.1% | $7,231-82.0% | $7,344-82.2% |