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 | $10,937 | $62,586-82.5% | $76,768-85.8% | $64,186-83.0% |
| Participation rate | 85.9% | 72.8%+13.1pp | 77.0%+9.0pp | 69.6%+16.3pp |
| Annual return | -15.70% | -1.95%-13.8pp | 2.43%-18.1pp | 7.63%-23.3pp |
| Employer contribution / active EE | $4,693 | $1,832+156.2% | $2,485+88.9% | $2,381+97.1% |
| Participant deferral / active EE | $3,327 | $3,145+5.8% | $3,852-13.6% | $3,470-4.1% |
| Admin fee / account holder | $701 | $4,667-85.0% | $6,675-89.5% | $4,888-85.6% |