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 7-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 | $10,265 | $115,882-91.1% | $100,516-89.8% | $158,922-93.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 30.42% | 34.79%-4.4pp | 30.89%-0.5pp | 302.83%-272.4pp |
| Employer contribution / active EE | $4,263 | $4,103+3.9% | $3,418+24.8% | $4,761-10.5% |
| Participant deferral / active EE | $5,895 | $6,674-11.7% | $6,270-6.0% | $5,982-1.5% |
| Admin fee / account holder | $387 | $10,995-96.5% | $8,081-95.2% | $11,246-96.6% |