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 9-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 | $25,976 | $99,985-74.0% | $146,665-82.3% | $85,850-69.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 31.02% | 18.93%+12.1pp | 22.74%+8.3pp | 318.53%-287.5pp |
| Employer contribution / active EE | $2,423 | $2,559-5.3% | $4,136-41.4% | $2,565-5.5% |
| Participant deferral / active EE | $3,388 | $4,006-15.4% | $5,506-38.5% | $3,952-14.3% |
| Admin fee / account holder | $2,744 | $7,702-64.4% | $10,280-73.3% | $6,260-56.2% |