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 | $16,949 | $89,355-81.0% | $141,162-88.0% | $72,985-76.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.35% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,676 | $3,114-46.2% | $4,735-64.6% | $2,440-31.3% |
| Participant deferral / active EE | $3,550 | $5,418-34.5% | $6,709-47.1% | $3,607-1.6% |
| Admin fee / account holder | $1,347 | $5,958-77.4% | $10,261-86.9% | $5,124-73.7% |