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 4-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 | $2,844 | $70,756-96.0% | $65,493-95.7% | $142,382-98.0% |
| Participation rate | 87.0% | 77.4%+9.6pp | 73.1%+13.9pp | 80.1%+6.8pp |
| Annual return | 22.09% | 1754.89%-1732.8pp | 982.45%-960.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,084 | $4,637-76.6% | $3,961-72.6% | $6,507-83.3% |
| Admin fee / account holder | $1,148 | $6,559-82.5% | $5,028-77.2% | $12,624-90.9% |