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 5-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 | $24,028 | $102,317-76.5% | $146,958-83.6% | $80,856-70.3% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.2%-6.1pp | 67.6%+8.4pp |
| Annual return | 22.21% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,099 | $3,713-70.4% | $4,933-77.7% | $2,755-60.1% |
| Participant deferral / active EE | $7,924 | $6,644+19.3% | $8,070-1.8% | $4,296+84.5% |
| Admin fee / account holder | $2,364 | $7,941-70.2% | $12,998-81.8% | $6,918-65.8% |