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 | $18,551 | $98,750-81.2% | $149,696-87.6% | $79,858-76.8% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,800 | $3,216+49.2% | $4,644+3.4% | $2,471+94.3% |
| Participant deferral / active EE | $10,242 | $5,680+80.3% | $6,842+49.7% | $3,740+173.8% |
| Admin fee / account holder | $390 | $6,053-93.6% | $9,309-95.8% | $5,306-92.7% |