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 8-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 | $42,083 | $137,414-69.4% | $189,513-77.8% | $85,850-51.0% |
| Participation rate | 76.5% | 84.6%-8.1pp | 87.8%-11.3pp | 69.3%+7.2pp |
| Annual return | 15.95% | 38.14%-22.2pp | 555.15%-539.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,254 | $4,344-48.1% | $6,162-63.4% | $2,565-12.1% |
| Participant deferral / active EE | $3,737 | $6,260-40.3% | $8,221-54.5% | $3,952-5.4% |
| Admin fee / account holder | $1,188 | $8,630-86.2% | $12,045-90.1% | $6,260-81.0% |