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 3-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 | $2,571 | $56,053-95.4% | $75,972-96.6% | $80,856-96.8% |
| Participation rate | 70.8% | 62.0%+8.8pp | 69.1%+1.8pp | 67.6%+3.2pp |
| Annual return | 19.42% | 20.53%-1.1pp | 359.55%-340.1pp | 35.59%-16.2pp |
| Employer contribution / active EE | $698 | $1,874-62.8% | $2,685-74.0% | $2,755-74.7% |
| Participant deferral / active EE | $1,526 | $3,052-50.0% | $4,255-64.1% | $4,296-64.5% |
| Admin fee / account holder | $427 | $5,234-91.8% | $6,467-93.4% | $6,918-93.8% |