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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,195 | $158,398-97.4% | $126,539-96.7% | $142,382-97.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -1.05% | 593.76%-594.8pp | 425.95%-427.0pp | 217.08%-218.1pp |
| Employer contribution / active EE | $279 | $4,650-94.0% | $3,674-92.4% | $4,299-93.5% |
| Participant deferral / active EE | $1,027 | $4,767-78.5% | $4,083-74.8% | $6,507-84.2% |
| Admin fee / account holder | $806 | $6,918-88.3% | $6,065-86.7% | $12,624-93.6% |