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 | $14,739 | $165,335-91.1% | $149,696-90.2% | $158,922-90.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.69% | 348.15%-316.5pp | 276.60%-244.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $2,704 | $5,103-47.0% | $4,644-41.8% | $4,761-43.2% |
| Participant deferral / active EE | $4,282 | $7,181-40.4% | $6,842-37.4% | $5,982-28.4% |
| Admin fee / account holder | $497 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |