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 | $28,159 | $109,413-74.3% | $156,263-82.0% | $84,808-66.8% |
| Participation rate | 94.6% | 72.7%+22.0pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 15.63% | 20.18%-4.6pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,970 | $2,907-32.2% | $4,333-54.5% | $2,631-25.1% |
| Participant deferral / active EE | $4,196 | $4,590-8.6% | $6,158-31.9% | $4,212-0.4% |
| Admin fee / account holder | $3,511 | $9,357-62.5% | $14,255-75.4% | $7,344-52.2% |