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 | $3,136 | $60,892-94.8% | $82,389-96.2% | $84,808-96.3% |
| Participation rate | 84.5% | 63.3%+21.2pp | 69.5%+15.0pp | 68.3%+16.2pp |
| Annual return | 25.30% | 37.29%-12.0pp | 28.67%-3.4pp | 40.90%-15.6pp |
| Employer contribution / active EE | $487 | $1,779-72.7% | $2,517-80.7% | $2,631-81.5% |
| Participant deferral / active EE | $1,164 | $3,179-63.4% | $4,155-72.0% | $4,212-72.4% |
| Admin fee / account holder | $445 | $5,467-91.9% | $7,231-93.8% | $7,344-93.9% |