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 5-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 | $8,979 | $65,435-86.3% | $86,677-89.6% | $66,914-86.6% |
| Participation rate | 92.5% | 75.5%+17.1pp | 76.6%+16.0pp | 69.8%+22.7pp |
| Annual return | -22.87% | -10.89%-12.0pp | 35.91%-58.8pp | 1.58%-24.5pp |
| Employer contribution / active EE | $2,093 | $2,153-2.8% | $2,836-26.2% | $2,544-17.7% |
| Participant deferral / active EE | $4,321 | $4,100+5.4% | $4,656-7.2% | $4,237+2.0% |
| Admin fee / account holder | $473 | $642-26.2% | $7,493-93.7% | $593-20.2% |