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 9-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 | $7,757 | $138,065-94.4% | $123,544-93.7% | $135,375-94.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 106.55% | 153.68%-47.1pp | 119.20%-12.6pp | 519.73%-413.2pp |
| Employer contribution / active EE | $1,987 | $5,151-61.4% | $4,628-57.1% | $4,779-58.4% |
| Participant deferral / active EE | $3,647 | $6,799-46.4% | $6,426-43.2% | $5,609-35.0% |
| Admin fee / account holder | $4,125 | $10,916-62.2% | $9,284-55.6% | $10,827-61.9% |