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 5-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 | $8,193 | $74,927-89.1% | $101,794-92.0% | $84,808-90.3% |
| Participation rate | 95.2% | 61.4%+33.8pp | 69.2%+26.1pp | 68.3%+26.9pp |
| Annual return | 15.85% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,070 | $1,522-29.7% | $2,289-53.2% | $2,631-59.3% |
| Participant deferral / active EE | $1,493 | $3,099-51.8% | $4,084-63.4% | $4,212-64.6% |
| Admin fee / account holder | $1,750 | $6,514-73.1% | $8,777-80.1% | $7,344-76.2% |