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 | $33,392 | $95,803-65.1% | $113,168-70.5% | $84,808-60.6% |
| Participation rate | 70.4% | 72.9%-2.5pp | 76.6%-6.2pp | 68.3%+2.1pp |
| Annual return | 11.67% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,965 | $2,360-16.7% | $2,975-34.0% | $2,631-25.3% |
| Participant deferral / active EE | $3,757 | $4,242-11.4% | $5,107-26.4% | $4,212-10.8% |
| Admin fee / account holder | $6,560 | $8,989-27.0% | $12,068-45.6% | $7,344-10.7% |