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 | $13,927 | $65,561-78.8% | $86,188-83.8% | $75,163-81.5% |
| Participation rate | 74.3% | 60.5%+13.8pp | 69.0%+5.3pp | 67.2%+7.1pp |
| Annual return | 25.99% | 46.05%-20.1pp | 1168.45%-1142.5pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,552 | $1,5530% | $2,380-34.8% | $2,670-41.9% |
| Participant deferral / active EE | $2,182 | $3,024-27.8% | $3,985-45.2% | $4,125-47.1% |
| Admin fee / account holder | $1,899 | $5,474-65.3% | $6,852-72.3% | $5,651-66.4% |