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 6-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 | $11,807 | $210,648-94.4% | $177,989-93.4% | $145,922-91.9% |
| Participation rate | 76.5% | 80.8%-4.3pp | 77.1%-0.6pp | 80.3%-3.8pp |
| Annual return | 21.23% | 385.86%-364.6pp | 294.48%-273.3pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,411 | $4,565-69.1% | $3,949-64.3% | $4,660-69.7% |
| Participant deferral / active EE | $3,272 | $6,958-53.0% | $6,276-47.9% | $6,688-51.1% |
| Admin fee / account holder | $1,011 | $12,013-91.6% | $10,363-90.2% | $13,397-92.5% |