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 5-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 | $6,914 | $73,933-90.6% | $96,683-92.8% | $75,163-90.8% |
| Participation rate | 71.6% | 66.4%+5.2pp | 74.3%-2.7pp | 67.2%+4.4pp |
| Annual return | 26.69% | 26.70%0pp | 35.69%-9.0pp | 160.62%-133.9pp |
| Employer contribution / active EE | $966 | $2,928-67.0% | $3,737-74.1% | $2,670-63.8% |
| Participant deferral / active EE | $2,376 | $3,659-35.1% | $4,878-51.3% | $4,125-42.4% |
| Admin fee / account holder | $373 | $5,216-92.9% | $6,730-94.5% | $5,651-93.4% |