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 4-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 | $1,981 | $56,053-96.5% | $75,972-97.4% | $80,856-97.5% |
| Participation rate | 93.3% | 62.0%+31.2pp | 69.1%+24.2pp | 67.6%+25.6pp |
| Annual return | 9.77% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $736 | $1,874-60.7% | $2,685-72.6% | $2,755-73.3% |
| Participant deferral / active EE | $1,441 | $3,052-52.8% | $4,255-66.1% | $4,296-66.5% |
| Admin fee / account holder | $1,179 | $5,234-77.5% | $6,467-81.8% | $6,918-83.0% |