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 | $7,137 | $57,354-87.6% | $83,848-91.5% | $64,186-88.9% |
| Participation rate | 87.8% | 68.6%+19.2pp | 76.1%+11.7pp | 69.6%+18.2pp |
| Annual return | -14.17% | 11.38%-25.6pp | 850.88%-865.1pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,456 | $2,545-42.8% | $3,631-59.9% | $2,381-38.8% |
| Participant deferral / active EE | $1,722 | $2,993-42.5% | $4,082-57.8% | $3,470-50.4% |
| Admin fee / account holder | $732 | $4,046-81.9% | $5,478-86.6% | $4,888-85.0% |