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 | $18,656 | $67,411-72.3% | $91,001-79.5% | $70,131-73.4% |
| Participation rate | 98.2% | 71.4%+26.9pp | 75.6%+22.6pp | 69.5%+28.7pp |
| Annual return | 18.12% | -40.16%+58.3pp | 4.60%+13.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,428 | $1,786-20.0% | $2,456-41.8% | $2,342-39.0% |
| Participant deferral / active EE | $1,849 | $2,823-34.5% | $3,547-47.9% | $3,332-44.5% |
| Admin fee / account holder | $476 | $4,236-88.8% | $5,417-91.2% | $4,645-89.7% |