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 | $9,077 | $192,717-95.3% | $142,449-93.6% | $139,434-93.5% |
| Participation rate | 81.8% | 81.5%+0.3pp | 76.8%+5.0pp | 80.3%+1.5pp |
| Annual return | 50.53% | 17.99%+32.5pp | 19.99%+30.5pp | 372.94%-322.4pp |
| Employer contribution / active EE | $2,223 | $5,806-61.7% | $4,847-54.1% | $4,751-53.2% |
| Participant deferral / active EE | $3,548 | $7,208-50.8% | $6,283-43.5% | $6,710-47.1% |
| Admin fee / account holder | $571 | $15,124-96.2% | $10,011-94.3% | $11,403-95.0% |