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 | $1,385 | $158,398-99.1% | $126,539-98.9% | $142,382-99.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 18.49% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $324 | $4,650-93.0% | $3,674-91.2% | $4,299-92.5% |
| Participant deferral / active EE | $472 | $4,767-90.1% | $4,083-88.4% | $6,507-92.7% |
| Admin fee / account holder | $418 | $6,918-94.0% | $6,065-93.1% | $12,624-96.7% |