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 7-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 | $32,559 | $78,485-58.5% | $106,213-69.3% | $74,495-56.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.96% | 15.95%0pp | 116.14%-100.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,998 | $2,523-20.8% | $3,171-37.0% | $2,623-23.8% |
| Participant deferral / active EE | $2,668 | $4,322-38.3% | $5,016-46.8% | $4,346-38.6% |
| Admin fee / account holder | $2,165 | $2,232-3.0% | $11,033-80.4% | $1,942+11.5% |