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 8-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 | $37,780 | $123,793-69.5% | $177,821-78.8% | $79,858-52.7% |
| Participation rate | 70.9% | 84.7%-13.7pp | 87.7%-16.8pp | 69.6%+1.3pp |
| Annual return | 32.71% | 22.82%+9.9pp | 48.32%-15.6pp | 31.71%+1.0pp |
| Employer contribution / active EE | $1,381 | $4,095-66.3% | $5,918-76.7% | $2,471-44.1% |
| Participant deferral / active EE | $3,200 | $5,956-46.3% | $7,714-58.5% | $3,740-14.5% |
| Admin fee / account holder | $7,188 | $7,243-0.8% | $12,427-42.2% | $5,306+35.5% |