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 10-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 | $12,276 | $105,998-88.4% | $92,233-86.7% | $147,584-91.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.05% | 50.05%-30.0pp | 176.28%-156.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,808 | $4,333-12.1% | $3,679+3.5% | $4,876-21.9% |
| Participant deferral / active EE | $2,250 | $4,478-49.8% | $3,897-42.3% | $5,439-58.6% |
| Admin fee / account holder | $696 | $6,332-89.0% | $5,194-86.6% | $10,885-93.6% |