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 | $2,754 | $59,097-95.3% | $82,389-96.7% | $74,304-96.3% |
| Participation rate | 88.5% | 52.8%+35.7pp | 69.5%+18.9pp | 60.3%+28.1pp |
| Annual return | 20.69% | 22.85%-2.2pp | 28.67%-8.0pp | 29.43%-8.7pp |
| Employer contribution / active EE | $601 | $1,601-62.5% | $2,517-76.1% | $2,241-73.2% |
| Participant deferral / active EE | $1,240 | $2,775-55.3% | $4,155-70.2% | $3,767-67.1% |
| Admin fee / account holder | $992 | $4,489-77.9% | $7,231-86.3% | $2,969-66.6% |