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 8-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 | $11,644 | $183,519-93.7% | $155,509-92.5% | $145,922-92.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 2.91% | 61.17%-58.3pp | 64.67%-61.8pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,809 | $5,313-66.0% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $1,955 | $6,462-69.8% | $5,626-65.3% | $6,688-70.8% |
| Admin fee / account holder | $3,025 | $19,313-84.3% | $15,912-81.0% | $13,397-77.4% |