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 8-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 | $15,873 | $165,335-90.4% | $149,696-89.4% | $158,922-90.0% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 31.43% | 348.15%-316.7pp | 276.60%-245.2pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,720 | $5,103-46.7% | $4,644-41.4% | $4,761-42.9% |
| Participant deferral / active EE | $3,395 | $7,181-52.7% | $6,842-50.4% | $5,982-43.2% |
| Admin fee / account holder | $2,602 | $10,807-75.9% | $9,309-72.1% | $11,246-76.9% |