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 | $6,850 | $73,933-90.7% | $96,683-92.9% | $75,163-90.9% |
| Participation rate | 86.5% | 66.4%+20.0pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $868 | $2,928-70.3% | $3,737-76.8% | $2,670-67.5% |
| Participant deferral / active EE | $2,186 | $3,659-40.3% | $4,878-55.2% | $4,125-47.0% |
| Admin fee / account holder | $344 | $5,216-93.4% | $6,730-94.9% | $5,651-93.9% |