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 4-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 | $3,000 | $107,452-97.2% | $91,541-96.7% | $142,382-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.67% | 22.06%-0.4pp | 20.50%+1.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,047 | $2,994-65.0% | $2,505-58.2% | $4,299-75.6% |
| Participant deferral / active EE | $1,594 | $4,754-66.5% | $4,008-60.2% | $6,507-75.5% |
| Admin fee / account holder | $1,010 | $8,834-88.6% | $6,956-85.5% | $12,624-92.0% |