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 | $23,465 | $185,822-87.4% | $169,993-86.2% | $139,434-83.2% |
| Participation rate | 84.2% | 87.8%-3.5pp | 87.0%-2.8pp | 80.3%+3.9pp |
| Annual return | 43.97% | 60.50%-16.5pp | 53.37%-9.4pp | 372.94%-329.0pp |
| Employer contribution / active EE | $3,881 | $7,590-48.9% | $6,785-42.8% | $4,751-18.3% |
| Participant deferral / active EE | $8,913 | $11,622-23.3% | $10,408-14.4% | $6,710+32.8% |
| Admin fee / account holder | $1,644 | $15,381-89.3% | $12,815-87.2% | $11,403-85.6% |