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 9-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 | $6,051 | $57,354-89.4% | $83,848-92.8% | $64,186-90.6% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -9.53% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $762 | $2,545-70.1% | $3,631-79.0% | $2,381-68.0% |
| Participant deferral / active EE | $3,344 | $2,993+11.7% | $4,082-18.1% | $3,470-3.6% |
| Admin fee / account holder | $378 | $4,046-90.7% | $5,478-93.1% | $4,888-92.3% |