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 3-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 | $13,493 | $165,984-91.9% | $164,813-91.8% | $145,922-90.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 45.80% | 100.03%-54.2pp | 69.93%-24.1pp | 561.29%-515.5pp |
| Employer contribution / active EE | $2,722 | $5,273-48.4% | $4,341-37.3% | $4,660-41.6% |
| Participant deferral / active EE | $6,254 | $6,959-10.1% | $6,031+3.7% | $6,688-6.5% |
| Admin fee / account holder | $626 | $16,648-96.2% | $12,690-95.1% | $13,397-95.3% |