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 | $2,426 | $60,892-96.0% | $82,389-97.1% | $84,808-97.1% |
| Participation rate | 91.8% | 63.3%+28.6pp | 69.5%+22.3pp | 68.3%+23.5pp |
| Annual return | 30.57% | 37.29%-6.7pp | 28.67%+1.9pp | 40.90%-10.3pp |
| Employer contribution / active EE | $555 | $1,779-68.8% | $2,517-78.0% | $2,631-78.9% |
| Participant deferral / active EE | $1,326 | $3,179-58.3% | $4,155-68.1% | $4,212-68.5% |
| Admin fee / account holder | $1,172 | $5,467-78.6% | $7,231-83.8% | $7,344-84.0% |