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 | $14,860 | $56,897-73.9% | $84,750-82.5% | $62,891-76.4% |
| Participation rate | 93.5% | 68.5%+25.0pp | 76.6%+17.0pp | 69.3%+24.2pp |
| Annual return | 5.82% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,990 | $2,400-17.1% | $3,574-44.3% | $2,281-12.7% |
| Participant deferral / active EE | $2,799 | $2,709+3.3% | $3,712-24.6% | $3,203-12.6% |
| Admin fee / account holder | $1,270 | $3,581-64.5% | $5,332-76.2% | $4,296-70.4% |