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 | $4,257 | $56,053-92.4% | $75,972-94.4% | $80,856-94.7% |
| Participation rate | 88.9% | 62.0%+26.9pp | 69.1%+19.8pp | 67.6%+21.3pp |
| Annual return | 20.26% | 20.53%-0.3pp | 359.55%-339.3pp | 35.59%-15.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,145 | $3,052+3.1% | $4,255-26.1% | $4,296-26.8% |
| Admin fee / account holder | $661 | $5,234-87.4% | $6,467-89.8% | $6,918-90.4% |