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 | $4,895 | $80,717-93.9% | $154,803-96.8% | $84,808-94.2% |
| Participation rate | 82.3% | 66.8%+15.5pp | 78.1%+4.2pp | 68.3%+14.0pp |
| Annual return | 40.37% | 37.96%+2.4pp | 58.88%-18.5pp | 40.90%-0.5pp |
| Employer contribution / active EE | $652 | $2,761-76.4% | $4,305-84.9% | $2,631-75.2% |
| Participant deferral / active EE | $1,760 | $3,303-46.7% | $5,540-68.2% | $4,212-58.2% |
| Admin fee / account holder | $689 | $6,746-89.8% | $14,329-95.2% | $7,344-90.6% |