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 | $20,719 | $62,586-66.9% | $76,768-73.0% | $64,186-67.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -11.44% | -1.95%-9.5pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $7,134 | $1,832+289.4% | $2,485+187.0% | $2,381+199.6% |
| Participant deferral / active EE | $3,245 | $3,145+3.2% | $3,852-15.8% | $3,470-6.5% |
| Admin fee / account holder | $541 | $4,667-88.4% | $6,675-91.9% | $4,888-88.9% |