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 | $5,168 | $81,248-93.6% | $155,509-96.7% | $80,856-93.6% |
| Participation rate | 93.6% | 66.2%+27.4pp | 78.2%+15.4pp | 67.6%+26.0pp |
| Annual return | 10.83% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,119 | $3,100-63.9% | $4,672-76.1% | $2,755-59.4% |
| Participant deferral / active EE | $1,140 | $3,452-67.0% | $5,626-79.7% | $4,296-73.5% |
| Admin fee / account holder | $365 | $7,997-95.4% | $15,912-97.7% | $6,918-94.7% |