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 | $36,353 | $109,359-66.8% | $162,163-77.6% | $72,985-50.2% |
| Participation rate | 72.2% | 84.3%-12.0pp | 87.6%-15.3pp | 69.5%+2.7pp |
| Annual return | 29.14% | 25.46%+3.7pp | 115.59%-86.4pp | 81.00%-51.9pp |
| Employer contribution / active EE | $1,207 | $3,907-69.1% | $5,614-78.5% | $2,440-50.5% |
| Participant deferral / active EE | $5,193 | $5,481-5.2% | $7,298-28.8% | $3,607+44.0% |
| Admin fee / account holder | $848 | $7,972-89.4% | $10,843-92.2% | $5,124-83.5% |