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 | $6,396 | $80,717-92.1% | $154,803-95.9% | $84,808-92.5% |
| Participation rate | 77.5% | 66.8%+10.7pp | 78.1%-0.6pp | 68.3%+9.2pp |
| Annual return | 14.22% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $526 | $2,761-80.9% | $4,305-87.8% | $2,631-80.0% |
| Participant deferral / active EE | $968 | $3,303-70.7% | $5,540-82.5% | $4,212-77.0% |
| Admin fee / account holder | $316 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |