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 | $10,994 | $80,968-86.4% | $96,544-88.6% | $75,163-85.4% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+22.0pp | 67.2%+30.7pp |
| Annual return | 25.90% | 27.06%-1.2pp | 25.84%+0.1pp | 160.62%-134.7pp |
| Employer contribution / active EE | $1,727 | $2,282-24.3% | $2,965-41.8% | $2,670-35.3% |
| Participant deferral / active EE | $3,774 | $3,928-3.9% | $4,851-22.2% | $4,125-8.5% |
| Admin fee / account holder | $487 | $6,724-92.8% | $8,252-94.1% | $5,651-91.4% |