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 | $4,454 | $56,053-92.1% | $75,972-94.1% | $80,856-94.5% |
| Participation rate | 77.8% | 62.0%+15.7pp | 69.1%+8.7pp | 67.6%+10.1pp |
| Annual return | 17.44% | 20.53%-3.1pp | 359.55%-342.1pp | 35.59%-18.2pp |
| Employer contribution / active EE | $444 | $1,874-76.3% | $2,685-83.5% | $2,755-83.9% |
| Participant deferral / active EE | $2,506 | $3,052-17.9% | $4,255-41.1% | $4,296-41.7% |
| Admin fee / account holder | $1,403 | $5,234-73.2% | $6,467-78.3% | $6,918-79.7% |