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 | $17,999 | $165,335-89.1% | $149,696-88.0% | $158,922-88.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 32.75% | 348.15%-315.4pp | 276.60%-243.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $1,954 | $5,103-61.7% | $4,644-57.9% | $4,761-59.0% |
| Participant deferral / active EE | $7,856 | $7,181+9.4% | $6,842+14.8% | $5,982+31.3% |
| Admin fee / account holder | $484 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |