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 5-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 | $10,754 | $106,515-89.9% | $96,683-88.9% | $139,434-92.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 42.43% | 38.43%+4.0pp | 35.69%+6.7pp | 372.94%-330.5pp |
| Employer contribution / active EE | $2,433 | $4,103-40.7% | $3,737-34.9% | $4,751-48.8% |
| Participant deferral / active EE | $4,709 | $5,454-13.7% | $4,878-3.5% | $6,710-29.8% |
| Admin fee / account holder | $310 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |