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 | $15,185 | $65,435-76.8% | $86,677-82.5% | $66,914-77.3% |
| Participation rate | 95.3% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -6.22% | -10.89%+4.7pp | 35.91%-42.1pp | 1.58%-7.8pp |
| Employer contribution / active EE | $2,830 | $2,153+31.4% | $2,836-0.2% | $2,544+11.2% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $700 | $642+9.1% | $7,493-90.7% | $593+18.0% |