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 | $7,603 | $53,822-85.9% | $75,696-90.0% | $85,850-91.1% |
| Participation rate | 93.6% | 69.1%+24.6pp | 74.8%+18.8pp | 69.3%+24.3pp |
| Annual return | -0.17% | 24.54%-24.7pp | 104.53%-104.7pp | 318.53%-318.7pp |
| Employer contribution / active EE | $1,279 | $2,017-36.6% | $2,743-53.4% | $2,565-50.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $360 | $3,343-89.2% | $3,619-90.0% | $6,260-94.2% |