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 | $5,800 | $61,774-90.6% | $97,226-94.0% | $80,856-92.8% |
| Participation rate | 71.8% | 63.5%+8.3pp | 72.7%-0.9pp | 67.6%+4.2pp |
| Annual return | 15.07% | -557.90%+573.0pp | 75.13%-60.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $907 | $1,837-50.6% | $2,729-66.8% | $2,755-67.1% |
| Participant deferral / active EE | $1,759 | $3,029-41.9% | $4,264-58.7% | $4,296-59.1% |
| Admin fee / account holder | $371 | $5,166-92.8% | $5,654-93.4% | $6,918-94.6% |