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 | $11,796 | $73,933-84.0% | $96,683-87.8% | $75,163-84.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 32.00% | 26.70%+5.3pp | 35.69%-3.7pp | 160.62%-128.6pp |
| Employer contribution / active EE | $5,782 | $2,928+97.5% | $3,737+54.7% | $2,670+116.6% |
| Participant deferral / active EE | $3,564 | $3,659-2.6% | $4,878-26.9% | $4,125-13.6% |
| Admin fee / account holder | $703 | $5,216-86.5% | $6,730-89.6% | $5,651-87.6% |