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 | $151,910 | $297,529-48.9% | $246,525-38.4% | $357,791-57.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 18.06% | -2.25%+20.3pp | 0.46%+17.6pp | 396.79%-378.7pp |
| Employer contribution / active EE | $15,044 | $8,709+72.7% | $7,467+101.5% | $7,508+100.4% |
| Participant deferral / active EE | $15,125 | $6,076+148.9% | $5,422+178.9% | $5,521+174.0% |
| Admin fee / account holder | $596 | $16,212-96.3% | $16,551-96.4% | $28,387-97.9% |