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 | $8,317 | $74,927-88.9% | $101,794-91.8% | $84,808-90.2% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.2%+19.7pp | 68.3%+20.6pp |
| Annual return | 20.58% | 18.70%+1.9pp | 30.53%-9.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,043 | $1,522-31.5% | $2,289-54.4% | $2,631-60.4% |
| Participant deferral / active EE | $1,702 | $3,099-45.1% | $4,084-58.3% | $4,212-59.6% |
| Admin fee / account holder | $964 | $6,514-85.2% | $8,777-89.0% | $7,344-86.9% |