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 | $18,642 | $85,766-78.3% | $136,294-86.3% | $70,131-73.4% |
| Participation rate | 79.3% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 31.21% | 31.45%-0.2pp | 5155.94%-5124.7pp | 73.14%-41.9pp |
| Employer contribution / active EE | $1,196 | $2,966-59.7% | $4,695-74.5% | $2,342-48.9% |
| Participant deferral / active EE | $5,163 | $5,051+2.2% | $6,247-17.4% | $3,332+55.0% |
| Admin fee / account holder | $335 | $5,420-93.8% | $9,243-96.4% | $4,645-92.8% |