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 | $17,392 | $58,851-70.4% | $115,157-84.9% | $72,985-76.2% |
| Participation rate | 89.7% | 65.5%+24.1pp | 75.9%+13.8pp | 69.5%+20.2pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,556 | $1,798+97.8% | $3,179+11.9% | $2,440+45.8% |
| Participant deferral / active EE | $8,460 | $2,643+220.1% | $4,168+102.9% | $3,607+134.5% |
| Admin fee / account holder | $521 | $6,370-91.8% | $7,088-92.7% | $5,124-89.8% |