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 | $12,333 | $97,044-87.3% | $83,333-85.2% | $135,375-90.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -23.23% | 12.31%-35.5pp | 10.63%-33.9pp | 519.73%-543.0pp |
| Employer contribution / active EE | $1,815 | $4,143-56.2% | $3,379-46.3% | $4,779-62.0% |
| Participant deferral / active EE | $3,372 | $5,964-43.5% | $5,565-39.4% | $5,609-39.9% |
| Admin fee / account holder | $1,294 | $8,380-84.6% | $7,510-82.8% | $10,827-88.0% |