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 | $3,003 | $60,892-95.1% | $82,389-96.4% | $84,808-96.5% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.3%+11.7pp |
| Annual return | 21.19% | 37.29%-16.1pp | 28.67%-7.5pp | 40.90%-19.7pp |
| Employer contribution / active EE | $709 | $1,779-60.2% | $2,517-71.8% | $2,631-73.1% |
| Participant deferral / active EE | $1,547 | $3,179-51.3% | $4,155-62.8% | $4,212-63.3% |
| Admin fee / account holder | $600 | $5,467-89.0% | $7,231-91.7% | $7,344-91.8% |