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 | $14,919 | $95,803-84.4% | $113,168-86.8% | $84,808-82.4% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 19.81% | 25.00%-5.2pp | 24.27%-4.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,604 | $2,360-32.0% | $2,975-46.1% | $2,631-39.0% |
| Participant deferral / active EE | $2,393 | $4,242-43.6% | $5,107-53.1% | $4,212-43.2% |
| Admin fee / account holder | $966 | $8,989-89.3% | $12,068-92.0% | $7,344-86.8% |