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 | $11,318 | $95,803-88.2% | $113,168-90.0% | $84,808-86.7% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 26.67% | 25.00%+1.7pp | 24.27%+2.4pp | 40.90%-14.2pp |
| Employer contribution / active EE | $1,711 | $2,360-27.5% | $2,975-42.5% | $2,631-35.0% |
| Participant deferral / active EE | $3,467 | $4,242-18.3% | $5,107-32.1% | $4,212-17.7% |
| Admin fee / account holder | $1,419 | $8,989-84.2% | $12,068-88.2% | $7,344-80.7% |