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 7-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 | $7,923 | $209,411-96.2% | $178,490-95.6% | $158,922-95.0% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 24.67% | 188.75%-164.1pp | 151.07%-126.4pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,087 | $5,706-63.4% | $5,011-58.3% | $4,761-56.2% |
| Participant deferral / active EE | $4,383 | $5,954-26.4% | $5,202-15.7% | $5,982-26.7% |
| Admin fee / account holder | $4,336 | $17,074-74.6% | $13,984-69.0% | $11,246-61.4% |