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 7-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 | $14,043 | $124,281-88.7% | $109,143-87.1% | $167,490-91.6% |
| Participation rate | 70.8% | 79.4%-8.6pp | 75.9%-5.0pp | 82.1%-11.3pp |
| Annual return | 13.86% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,305 | $4,207-69.0% | $3,722-64.9% | $4,837-73.0% |
| Participant deferral / active EE | $2,096 | $5,255-60.1% | $4,653-55.0% | $6,341-67.0% |
| Admin fee / account holder | $1,148 | $7,970-85.6% | $6,752-83.0% | $12,309-90.7% |