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 | $19,573 | $162,781-88.0% | $133,956-85.4% | $158,922-87.7% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 21.15% | 41.94%-20.8pp | 45.09%-23.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,193 | $4,975-55.9% | $3,919-44.0% | $4,761-53.9% |
| Participant deferral / active EE | $8,066 | $5,911+36.5% | $5,048+59.8% | $5,982+34.8% |
| Admin fee / account holder | $713 | $11,736-93.9% | $8,927-92.0% | $11,246-93.7% |