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 | $4,746 | $80,717-94.1% | $154,803-96.9% | $84,808-94.4% |
| Participation rate | 89.4% | 66.8%+22.6pp | 78.1%+11.3pp | 68.3%+21.1pp |
| Annual return | 20.64% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $867 | $2,761-68.6% | $4,305-79.9% | $2,631-67.0% |
| Participant deferral / active EE | $1,432 | $3,303-56.7% | $5,540-74.2% | $4,212-66.0% |
| Admin fee / account holder | $891 | $6,746-86.8% | $14,329-93.8% | $7,344-87.9% |