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 | $24,967 | $78,422-68.2% | $95,952-74.0% | $79,858-68.7% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 12.00% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,045 | $1,945+5.2% | $2,541-19.5% | $2,471-17.2% |
| Participant deferral / active EE | $2,254 | $3,440-34.5% | $4,167-45.9% | $3,740-39.7% |
| Admin fee / account holder | $5,856 | $5,622+4.2% | $6,795-13.8% | $5,306+10.4% |