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 | $8,628 | $211,958-95.9% | $169,463-94.9% | $135,375-93.6% |
| Participation rate | 82.6% | 82.6%0pp | 77.8%+4.8pp | 82.6%0pp |
| Annual return | -6.02% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,208 | $5,120-76.4% | $4,159-71.0% | $4,779-74.7% |
| Participant deferral / active EE | $1,410 | $6,075-76.8% | $5,277-73.3% | $5,609-74.9% |
| Admin fee / account holder | $1,374 | $11,471-88.0% | $9,109-84.9% | $10,827-87.3% |