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 8-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 | $11,200 | $105,181-89.4% | $159,436-93.0% | $85,850-87.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 8.08% | 45.07%-37.0pp | 263.57%-255.5pp | 318.53%-310.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,899 | $5,945-34.4% | $7,352-47.0% | $3,952-1.3% |
| Admin fee / account holder | $367 | $6,933-94.7% | $10,799-96.6% | $6,260-94.1% |