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 | $11,426 | $108,919-89.5% | $100,391-88.6% | $145,922-92.2% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 10.56% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $856 | $4,419-80.6% | $3,942-78.3% | $4,660-81.6% |
| Participant deferral / active EE | $2,799 | $8,445-66.9% | $8,082-65.4% | $6,688-58.2% |
| Admin fee / account holder | $1,020 | $9,689-89.5% | $7,899-87.1% | $13,397-92.4% |