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 | $10,051 | $183,519-94.5% | $155,509-93.5% | $145,922-93.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 19.62% | 61.17%-41.5pp | 64.67%-45.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,681 | $5,313-49.5% | $4,672-42.6% | $4,660-42.5% |
| Participant deferral / active EE | $6,962 | $6,462+7.7% | $5,626+23.7% | $6,688+4.1% |
| Admin fee / account holder | $1,142 | $19,313-94.1% | $15,912-92.8% | $13,397-91.5% |