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 | $23,862 | $197,591-87.9% | $177,821-86.6% | $158,922-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 43.99% | 58.76%-14.8pp | 48.32%-4.3pp | 302.83%-258.8pp |
| Employer contribution / active EE | $2,884 | $6,697-56.9% | $5,918-51.3% | $4,761-39.4% |
| Participant deferral / active EE | $5,442 | $8,405-35.3% | $7,714-29.5% | $5,982-9.0% |
| Admin fee / account holder | $483 | $15,399-96.9% | $12,427-96.1% | $11,246-95.7% |