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 3-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 | $11,835 | $110,257-89.3% | $96,544-87.7% | $139,434-91.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 9.32% | 26.32%-17.0pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $5,317 | $3,620+46.9% | $2,965+79.3% | $4,751+11.9% |
| Participant deferral / active EE | $3,294 | $5,548-40.6% | $4,851-32.1% | $6,710-50.9% |
| Admin fee / account holder | $995 | $11,591-91.4% | $8,252-87.9% | $11,403-91.3% |