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 6-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 | $23,481 | $86,929-73.0% | $102,423-77.1% | $80,856-71.0% |
| Participation rate | 89.7% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.1pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,421 | $2,369+2.2% | $3,023-19.9% | $2,755-12.1% |
| Participant deferral / active EE | $4,566 | $4,118+10.9% | $5,053-9.6% | $4,296+6.3% |
| Admin fee / account holder | $979 | $8,049-87.8% | $9,451-89.6% | $6,918-85.9% |