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 5-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 | $25,092 | $80,968-69.0% | $96,544-74.0% | $75,163-66.6% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 42.56% | 27.06%+15.5pp | 25.84%+16.7pp | 160.62%-118.1pp |
| Employer contribution / active EE | $3,016 | $2,282+32.2% | $2,965+1.7% | $2,670+13.0% |
| Participant deferral / active EE | $9,078 | $3,928+131.1% | $4,851+87.1% | $4,125+120.1% |
| Admin fee / account holder | $6,997 | $6,724+4.1% | $8,252-15.2% | $5,651+23.8% |