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 | $16,059 | $109,881-85.4% | $150,045-89.3% | $84,808-81.1% |
| Participation rate | 81.4% | 76.1%+5.3pp | 82.3%-1.0pp | 68.3%+13.0pp |
| Annual return | 22.22% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,429 | $3,561-59.9% | $4,693-69.5% | $2,631-45.7% |
| Participant deferral / active EE | $4,087 | $6,636-38.4% | $7,997-48.9% | $4,212-3.0% |
| Admin fee / account holder | $1,581 | $8,568-81.5% | $13,435-88.2% | $7,344-78.5% |