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 | $9,833 | $159,901-93.9% | $146,958-93.3% | $145,922-93.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 18.26% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,566 | $5,286-51.5% | $4,933-48.0% | $4,660-44.9% |
| Participant deferral / active EE | $4,511 | $8,428-46.5% | $8,070-44.1% | $6,688-32.5% |
| Admin fee / account holder | $3,787 | $15,044-74.8% | $12,998-70.9% | $13,397-71.7% |