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 | $19,466 | $112,096-82.6% | $95,952-79.7% | $158,922-87.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.03% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,125 | $3,198-33.6% | $2,541-16.4% | $4,761-55.4% |
| Participant deferral / active EE | $1,721 | $4,784-64.0% | $4,167-58.7% | $5,982-71.2% |
| Admin fee / account holder | $2,691 | $10,130-73.4% | $6,795-60.4% | $11,246-76.1% |