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 | $6,217 | $106,584-94.2% | $101,326-93.9% | $142,382-95.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 25.59% | 36.93%-11.3pp | 36.82%-11.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,215 | $3,956-69.3% | $3,665-66.8% | $4,299-71.7% |
| Participant deferral / active EE | $3,685 | $8,297-55.6% | $7,994-53.9% | $6,507-43.4% |
| Admin fee / account holder | $412 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |