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 | $15,750 | $197,825-92.0% | $155,790-89.9% | $125,391-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.86% | 86.74%-89.6pp | 71.54%-74.4pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,607 | $4,847-66.8% | $3,836-58.1% | $4,866-67.0% |
| Participant deferral / active EE | $2,041 | $5,630-63.8% | $4,797-57.5% | $5,352-61.9% |
| Admin fee / account holder | $1,980 | $9,545-79.3% | $7,478-73.5% | $9,540-79.3% |