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 10-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 | $9,106 | $63,346-85.6% | $92,233-90.1% | $70,131-87.0% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 22.28% | 530.12%-507.8pp | 176.28%-154.0pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,874 | $2,471-24.2% | $3,679-49.1% | $2,342-20.0% |
| Participant deferral / active EE | $2,360 | $2,854-17.3% | $3,897-39.4% | $3,332-29.2% |
| Admin fee / account holder | $1,348 | $3,840-64.9% | $5,194-74.0% | $4,645-71.0% |