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 | $7,784 | $87,013-91.1% | $106,213-92.7% | $80,856-90.4% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.6%+29.5pp |
| Annual return | 14.69% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $697 | $2,395-70.9% | $3,171-78.0% | $2,755-74.7% |
| Participant deferral / active EE | $2,258 | $3,986-43.3% | $5,016-55.0% | $4,296-47.4% |
| Admin fee / account holder | $1,275 | $8,431-84.9% | $11,033-88.4% | $6,918-81.6% |