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 10-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 | $24,298 | $79,944-69.6% | $98,439-75.3% | $75,163-67.7% |
| Participation rate | 93.8% | 70.4%+23.5pp | 75.2%+18.7pp | 67.2%+26.6pp |
| Annual return | 17.49% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,275 | $2,264-43.7% | $3,048-58.2% | $2,670-52.2% |
| Participant deferral / active EE | $3,602 | $3,752-4.0% | $4,738-24.0% | $4,125-12.7% |
| Admin fee / account holder | $3,785 | $6,840-44.7% | $8,948-57.7% | $5,651-33.0% |