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 | $9,588 | $48,046-80.0% | $84,611-88.7% | $72,985-86.9% |
| Participation rate | 75.9% | 57.6%+18.3pp | 68.2%+7.6pp | 69.5%+6.4pp |
| Annual return | 19.05% | 37.38%-18.3pp | 258.74%-239.7pp | 81.00%-62.0pp |
| Employer contribution / active EE | $884 | $1,602-44.8% | $2,652-66.7% | $2,440-63.8% |
| Participant deferral / active EE | $1,054 | $2,680-60.7% | $3,899-73.0% | $3,607-70.8% |
| Admin fee / account holder | $3,002 | $3,395-11.6% | $4,912-38.9% | $5,124-41.4% |