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 6-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 | $5,132 | $96,635-94.7% | $86,612-94.1% | $139,434-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.30% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,222 | $3,263-62.6% | $3,022-59.6% | $4,751-74.3% |
| Participant deferral / active EE | $3,211 | $4,836-33.6% | $4,438-27.6% | $6,710-52.1% |
| Admin fee / account holder | $415 | $6,408-93.5% | $5,614-92.6% | $11,403-96.4% |