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 | $7,418 | $159,901-95.4% | $146,958-95.0% | $145,922-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,944 | $5,286-63.2% | $4,933-60.6% | $4,660-58.3% |
| Participant deferral / active EE | $2,861 | $8,428-66.1% | $8,070-64.5% | $6,688-57.2% |
| Admin fee / account holder | $349 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |