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 | $13,655 | $89,753-84.8% | $107,525-87.3% | $84,808-83.9% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 14.78% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,879 | $3,113-39.7% | $3,754-50.0% | $2,631-28.6% |
| Participant deferral / active EE | $2,644 | $4,056-34.8% | $5,116-48.3% | $4,212-37.2% |
| Admin fee / account holder | $2,294 | $7,222-68.2% | $8,919-74.3% | $7,344-68.8% |