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 | $19,560 | $83,477-76.6% | $125,175-84.4% | $72,985-73.2% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 23.23% | 25.78%-2.5pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,908 | $2,345-18.6% | $3,865-50.6% | $2,440-21.8% |
| Participant deferral / active EE | $2,571 | $3,585-28.3% | $4,937-47.9% | $3,607-28.7% |
| Admin fee / account holder | $498 | $5,517-91.0% | $9,702-94.9% | $5,124-90.3% |