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 5-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 | $17,496 | $89,753-80.5% | $107,525-83.7% | $84,808-79.4% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 19.93% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,835 | $3,113-41.1% | $3,754-51.1% | $2,631-30.3% |
| Participant deferral / active EE | $2,804 | $4,056-30.9% | $5,116-45.2% | $4,212-33.4% |
| Admin fee / account holder | $969 | $7,222-86.6% | $8,919-89.1% | $7,344-86.8% |