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 | $26,752 | $86,944-69.2% | $107,525-75.1% | $74,304-64.0% |
| Participation rate | 79.7% | 59.6%+20.1pp | 75.1%+4.6pp | 60.3%+19.3pp |
| Annual return | 18.86% | 23.52%-4.7pp | 181.32%-162.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $3,157 | $2,757+14.5% | $3,754-15.9% | $2,241+40.9% |
| Participant deferral / active EE | $2,649 | $3,554-25.5% | $5,116-48.2% | $3,767-29.7% |
| Admin fee / account holder | $5,055 | $3,727+35.7% | $8,919-43.3% | $2,969+70.3% |