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 6-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 | $14,430 | $93,571-84.6% | $135,903-89.4% | $75,163-80.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 26.32% | 30.90%-4.6pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $2,082 | $3,537-41.1% | $4,856-57.1% | $2,670-22.0% |
| Participant deferral / active EE | $2,875 | $6,404-55.1% | $7,758-62.9% | $4,125-30.3% |
| Admin fee / account holder | $524 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |