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 | $18,114 | $179,726-89.9% | $156,263-88.4% | $142,382-87.3% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 27.76% | 77.86%-50.1pp | 59.47%-31.7pp | 217.08%-189.3pp |
| Employer contribution / active EE | $3,413 | $5,069-32.7% | $4,333-21.2% | $4,299-20.6% |
| Participant deferral / active EE | $7,037 | $6,956+1.2% | $6,158+14.3% | $6,507+8.1% |
| Admin fee / account holder | $3,567 | $17,272-79.3% | $14,255-75.0% | $12,624-71.7% |