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 | $6,508 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 23.60% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $640 | $2,761-76.8% | $4,305-85.1% | $2,631-75.7% |
| Participant deferral / active EE | $1,590 | $3,303-51.9% | $5,540-71.3% | $4,212-62.2% |
| Admin fee / account holder | $852 | $6,746-87.4% | $14,329-94.1% | $7,344-88.4% |