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 | $3,962 | $93,024-95.7% | $77,024-94.9% | $134,475-97.1% |
| Participation rate | 93.8% | 74.5%+19.3pp | 67.9%+25.8pp | 81.2%+12.5pp |
| Annual return | 87.84% | 62.60%+25.2pp | 42.32%+45.5pp | 417.96%-330.1pp |
| Employer contribution / active EE | $796 | $3,418-76.7% | $2,812-71.7% | $4,740-83.2% |
| Participant deferral / active EE | $1,327 | $5,238-74.7% | $4,426-70.0% | $6,400-79.3% |
| Admin fee / account holder | $429 | $6,944-93.8% | $5,425-92.1% | $11,426-96.2% |