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 6-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 | $19,295 | $71,050-72.8% | $93,606-79.4% | $80,856-76.1% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.6%+9.4pp |
| Annual return | 13.76% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,037 | $1,564-33.7% | $2,420-57.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,045 | $4,034-49.3% | $4,411-53.6% | $4,296-52.4% |
| Admin fee / account holder | $643 | $6,945-90.7% | $8,285-92.2% | $6,918-90.7% |