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 10-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 | $12,144 | $65,557-81.5% | $64,056-81.0% | $71,457-83.0% |
| Participation rate | 94.1% | 73.2%+20.9pp | 72.3%+21.8pp | 67.9%+26.1pp |
| Annual return | 22.57% | 18.94%+3.6pp | 33.69%-11.1pp | 28.85%-6.3pp |
| Employer contribution / active EE | $1,673 | $2,669-37.3% | $2,747-39.1% | $2,588-35.4% |
| Participant deferral / active EE | $3,589 | $3,626-1.0% | $3,880-7.5% | $4,289-16.3% |
| Admin fee / account holder | $1,385 | $616+124.8% | $3,068-54.9% | $1,587-12.8% |