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 | $14,397 | $59,332-75.7% | $90,223-84.0% | $59,632-75.9% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.0%+6.2pp | 68.7%+16.6pp |
| Annual return | -5.03% | 3.25%-8.3pp | 1.31%-6.3pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,522 | $3,031-49.8% | $4,378-65.2% | $2,203-30.9% |
| Participant deferral / active EE | $3,372 | $4,369-22.8% | $5,792-41.8% | $3,192+5.7% |
| Admin fee / account holder | $701 | $5,032-86.1% | $7,406-90.5% | $4,297-83.7% |