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 | $3,977 | $96,635-95.9% | $86,612-95.4% | $139,434-97.1% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 26.11% | 106.41%-80.3pp | 591.07%-565.0pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,826 | $3,263-44.0% | $3,022-39.6% | $4,751-61.6% |
| Participant deferral / active EE | $2,133 | $4,836-55.9% | $4,438-51.9% | $6,710-68.2% |
| Admin fee / account holder | $855 | $6,408-86.7% | $5,614-84.8% | $11,403-92.5% |