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 | $17,269 | $110,257-84.3% | $96,544-82.1% | $139,434-87.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 47.98% | 26.32%+21.7pp | 25.84%+22.1pp | 372.94%-325.0pp |
| Employer contribution / active EE | $1,618 | $3,620-55.3% | $2,965-45.4% | $4,751-65.9% |
| Participant deferral / active EE | $2,104 | $5,548-62.1% | $4,851-56.6% | $6,710-68.6% |
| Admin fee / account holder | $1,588 | $11,591-86.3% | $8,252-80.8% | $11,403-86.1% |