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 | $10,292 | $238,490-95.7% | $180,183-94.3% | $142,382-92.8% |
| Participation rate | 71.4% | 82.3%-10.8pp | 77.4%-6.0pp | 80.1%-8.7pp |
| Annual return | 12.78% | 33.56%-20.8pp | 27.86%-15.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,127 | $7,996-60.9% | $6,822-54.2% | $6,507-51.9% |
| Admin fee / account holder | $3,541 | $28,866-87.7% | $19,975-82.3% | $12,624-72.0% |