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 | $5,720 | $100,773-94.3% | $88,946-93.6% | $142,382-96.0% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 26.58% | 70.18%-43.6pp | 57.82%-31.2pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,837 | $2,918-37.0% | $2,555-28.1% | $4,299-57.3% |
| Participant deferral / active EE | $2,850 | $5,230-45.5% | $4,581-37.8% | $6,507-56.2% |
| Admin fee / account holder | $2,970 | $9,693-69.4% | $8,261-64.0% | $12,624-76.5% |