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 8-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 | $15,513 | $56,357-72.5% | $104,294-85.1% | $68,494-77.4% |
| Participation rate | 72.3% | 63.3%+9.1pp | 73.3%-0.9pp | 67.9%+4.5pp |
| Annual return | -18.40% | -9.19%-9.2pp | 24.61%-43.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,052 | $1,960-46.3% | $3,372-68.8% | $2,596-59.5% |
| Participant deferral / active EE | $1,849 | $3,077-39.9% | $4,625-60.0% | $4,027-54.1% |
| Admin fee / account holder | $348 | $4,903-92.9% | $7,339-95.3% | $5,403-93.6% |