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 | $7,978 | $117,983-93.2% | $101,794-92.2% | $142,382-94.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 32.49% | 36.92%-4.4pp | 30.53%+2.0pp | 217.08%-184.6pp |
| Employer contribution / active EE | $1,936 | $2,773-30.2% | $2,289-15.4% | $4,299-55.0% |
| Participant deferral / active EE | $2,607 | $4,714-44.7% | $4,084-36.2% | $6,507-59.9% |
| Admin fee / account holder | $612 | $10,433-94.1% | $8,777-93.0% | $12,624-95.2% |