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 | $27,032 | $94,625-71.4% | $116,228-76.7% | $84,808-68.1% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.6%+11.7pp | 68.3%+17.9pp |
| Annual return | 15.06% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,136 | $3,972-46.2% | $4,953-56.9% | $4,212-49.3% |
| Admin fee / account holder | $4,429 | $10,091-56.1% | $11,989-63.1% | $7,344-39.7% |