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 3-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 | $17,993 | $87,013-79.3% | $106,213-83.1% | $80,856-77.7% |
| Participation rate | 82.0% | 70.4%+11.6pp | 75.3%+6.7pp | 67.6%+14.4pp |
| Annual return | 38.37% | 17.05%+21.3pp | 116.14%-77.8pp | 35.59%+2.8pp |
| Employer contribution / active EE | $3,181 | $2,395+32.8% | $3,171+0.3% | $2,755+15.5% |
| Participant deferral / active EE | $5,920 | $3,986+48.5% | $5,016+18.0% | $4,296+37.8% |
| Admin fee / account holder | $467 | $8,431-94.5% | $11,033-95.8% | $6,918-93.2% |