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 | $19,520 | $112,096-82.6% | $95,952-79.7% | $158,922-87.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.62% | 171.09%-170.5pp | 91.61%-91.0pp | 302.83%-302.2pp |
| Employer contribution / active EE | $3,905 | $3,198+22.1% | $2,541+53.7% | $4,761-18.0% |
| Participant deferral / active EE | $3,245 | $4,784-32.2% | $4,167-22.1% | $5,982-45.8% |
| Admin fee / account holder | $1,093 | $10,130-89.2% | $6,795-83.9% | $11,246-90.3% |