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 4-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 | $5,584 | $60,892-90.8% | $82,389-93.2% | $84,808-93.4% |
| Participation rate | 77.9% | 63.3%+14.7pp | 69.5%+8.4pp | 68.3%+9.6pp |
| Annual return | 17.39% | 37.29%-19.9pp | 28.67%-11.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $664 | $1,779-62.7% | $2,517-73.6% | $2,631-74.8% |
| Participant deferral / active EE | $1,696 | $3,179-46.7% | $4,155-59.2% | $4,212-59.7% |
| Admin fee / account holder | $2,034 | $5,467-62.8% | $7,231-71.9% | $7,344-72.3% |