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 | $9,306 | $83,902-88.9% | $167,512-94.4% | $84,808-89.0% |
| Participation rate | 88.1% | 66.5%+21.7pp | 77.1%+11.1pp | 68.3%+19.8pp |
| Annual return | 21.28% | 91.55%-70.3pp | 1615.79%-1594.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $788 | $2,264-65.2% | $3,882-79.7% | $2,631-70.0% |
| Participant deferral / active EE | $1,861 | $4,442-58.1% | $6,405-70.9% | $4,212-55.8% |
| Admin fee / account holder | $444 | $7,915-94.4% | $9,769-95.5% | $7,344-94.0% |