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 | $13,908 | $159,901-91.3% | $146,958-90.5% | $145,922-90.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 25.33% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $3,446 | $5,286-34.8% | $4,933-30.2% | $4,660-26.1% |
| Participant deferral / active EE | $11,057 | $8,428+31.2% | $8,070+37.0% | $6,688+65.3% |
| Admin fee / account holder | $412 | $15,044-97.3% | $12,998-96.8% | $13,397-96.9% |