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 3-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 | $3,051 | $71,050-95.7% | $93,606-96.7% | $80,856-96.2% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.6%+10.9pp |
| Annual return | 13.61% | 11.26%+2.4pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,362 | $4,034-66.2% | $4,411-69.1% | $4,296-68.3% |
| Admin fee / account holder | $1,267 | $6,945-81.8% | $8,285-84.7% | $6,918-81.7% |