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 | $12,066 | $81,900-85.3% | $119,609-89.9% | $68,494-82.4% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -23.07% | -23.82%+0.8pp | -14.97%-8.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,702 | $2,693+0.3% | $4,232-36.1% | $2,596+4.1% |
| Participant deferral / active EE | $6,368 | $4,148+53.5% | $5,602+13.7% | $4,027+58.1% |
| Admin fee / account holder | $2,794 | $6,582-57.5% | $10,323-72.9% | $5,403-48.3% |