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 | $11,105 | $127,065-91.3% | $113,168-90.2% | $142,382-92.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 25.08% | 24.03%+1.1pp | 24.27%+0.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,513 | $3,442-27.0% | $2,975-15.5% | $4,299-41.5% |
| Participant deferral / active EE | $3,749 | $5,716-34.4% | $5,107-26.6% | $6,507-42.4% |
| Admin fee / account holder | $2,212 | $15,736-85.9% | $12,068-81.7% | $12,624-82.5% |