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 | $17,140 | $176,377-90.3% | $134,143-87.2% | $158,922-89.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.28% | 63.63%-63.3pp | 36.33%-36.0pp | 302.83%-302.5pp |
| Employer contribution / active EE | $3,225 | $5,040-36.0% | $3,704-12.9% | $4,761-32.3% |
| Participant deferral / active EE | $1,898 | $4,091-53.6% | $3,499-45.7% | $5,982-68.3% |
| Admin fee / account holder | $3,510 | $8,718-59.7% | $6,684-47.5% | $11,246-68.8% |