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 | $8,463 | $117,983-92.8% | $101,794-91.7% | $142,382-94.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.10% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,413 | $2,773-49.1% | $2,289-38.3% | $4,299-67.1% |
| Participant deferral / active EE | $1,696 | $4,714-64.0% | $4,084-58.5% | $6,507-73.9% |
| Admin fee / account holder | $1,116 | $10,433-89.3% | $8,777-87.3% | $12,624-91.2% |