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 | $5,709 | $74,927-92.4% | $101,794-94.4% | $84,808-93.3% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.2pp | 68.3%+26.0pp |
| Annual return | 28.74% | 18.70%+10.0pp | 30.53%-1.8pp | 40.90%-12.2pp |
| Employer contribution / active EE | $2,223 | $1,522+46.1% | $2,289-2.9% | $2,631-15.5% |
| Participant deferral / active EE | $2,419 | $3,099-21.9% | $4,084-40.8% | $4,212-42.6% |
| Admin fee / account holder | $1,750 | $6,514-73.1% | $8,777-80.1% | $7,344-76.2% |