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 3-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 | $5,019 | $48,795-89.7% | $65,493-92.3% | $84,808-94.1% |
| Participation rate | 78.6% | 67.0%+11.6pp | 73.1%+5.5pp | 68.3%+10.3pp |
| Annual return | 15.20% | 20.20%-5.0pp | 982.45%-967.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $673 | $1,930-65.1% | $2,574-73.9% | $2,631-74.4% |
| Participant deferral / active EE | $1,799 | $2,928-38.6% | $3,961-54.6% | $4,212-57.3% |
| Admin fee / account holder | $2,681 | $3,877-30.8% | $5,028-46.7% | $7,344-63.5% |