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 | $5,713 | $56,053-89.8% | $75,972-92.5% | $80,856-92.9% |
| Participation rate | 75.6% | 62.0%+13.6pp | 69.1%+6.6pp | 67.6%+8.0pp |
| Annual return | 14.45% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $526 | $1,874-71.9% | $2,685-80.4% | $2,755-80.9% |
| Participant deferral / active EE | $2,563 | $3,052-16.0% | $4,255-39.8% | $4,296-40.3% |
| Admin fee / account holder | $1,213 | $5,234-76.8% | $6,467-81.2% | $6,918-82.5% |