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 9-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 | $12,601 | $65,365-80.7% | $92,893-86.4% | $72,985-82.7% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 25.61% | 42.10%-16.5pp | 109.41%-83.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,253 | $2,594-13.1% | $3,653-38.3% | $2,440-7.6% |
| Participant deferral / active EE | $2,785 | $3,128-11.0% | $4,236-34.2% | $3,607-22.8% |
| Admin fee / account holder | $828 | $4,251-80.5% | $5,794-85.7% | $5,124-83.8% |