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 7-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 | $17,726 | $162,781-89.1% | $133,956-86.8% | $158,922-88.8% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 45.50% | 41.94%+3.6pp | 45.09%+0.4pp | 302.83%-257.3pp |
| Employer contribution / active EE | $2,674 | $4,975-46.3% | $3,919-31.8% | $4,761-43.8% |
| Participant deferral / active EE | $8,542 | $5,911+44.5% | $5,048+69.2% | $5,982+42.8% |
| Admin fee / account holder | $624 | $11,736-94.7% | $8,927-93.0% | $11,246-94.5% |