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 | $22,112 | $135,952-83.7% | $123,892-82.2% | $273,961-91.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 21.09% | 56.63%-35.5pp | 47.52%-26.4pp | 41.45%-20.4pp |
| Employer contribution / active EE | $6,320 | $5,170+22.2% | $4,617+36.9% | $4,869+29.8% |
| Participant deferral / active EE | $13,515 | $6,343+113.1% | $5,984+125.9% | $5,287+155.6% |
| Admin fee / account holder | $1,842 | $9,817-81.2% | $8,357-78.0% | $10,132-81.8% |