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 | $4,751 | $80,717-94.1% | $154,803-96.9% | $84,808-94.4% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 29.01% | 37.96%-8.9pp | 58.88%-29.9pp | 40.90%-11.9pp |
| Employer contribution / active EE | $663 | $2,761-76.0% | $4,305-84.6% | $2,631-74.8% |
| Participant deferral / active EE | $1,783 | $3,303-46.0% | $5,540-67.8% | $4,212-57.7% |
| Admin fee / account holder | $2,221 | $6,746-67.1% | $14,329-84.5% | $7,344-69.8% |