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.)
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 | $8,062 | $210,648-96.2% | $177,989-95.5% | $145,922-94.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.12% | 385.86%-382.7pp | 294.48%-291.4pp | 561.29%-558.2pp |
| Employer contribution / active EE | $905 | $4,565-80.2% | $3,949-77.1% | $4,660-80.6% |
| Participant deferral / active EE | $2,138 | $6,958-69.3% | $6,276-65.9% | $6,688-68.0% |
| Admin fee / account holder | $685 | $12,013-94.3% | $10,363-93.4% | $13,397-94.9% |