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 6-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 | $5,690 | $93,571-93.9% | $135,903-95.8% | $75,163-92.4% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 32.33% | 30.90%+1.4pp | 68.23%-35.9pp | 160.62%-128.3pp |
| Employer contribution / active EE | $1,695 | $3,537-52.1% | $4,856-65.1% | $2,670-36.5% |
| Participant deferral / active EE | $2,791 | $6,404-56.4% | $7,758-64.0% | $4,125-32.3% |
| Admin fee / account holder | $575 | $6,975-91.8% | $10,762-94.7% | $5,651-89.8% |