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 | $3,972 | $60,892-93.5% | $82,389-95.2% | $84,808-95.3% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.3%+11.7pp |
| Annual return | 23.19% | 37.29%-14.1pp | 28.67%-5.5pp | 40.90%-17.7pp |
| Employer contribution / active EE | $640 | $1,779-64.0% | $2,517-74.6% | $2,631-75.7% |
| Participant deferral / active EE | $1,492 | $3,179-53.1% | $4,155-64.1% | $4,212-64.6% |
| Admin fee / account holder | $425 | $5,467-92.2% | $7,231-94.1% | $7,344-94.2% |