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 | $19,956 | $56,199-64.5% | $67,652-70.5% | $59,632-66.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -9.90% | 18505.31%-18515.2pp | 6625.04%-6634.9pp | 2041.28%-2051.2pp |
| Employer contribution / active EE | $2,087 | $1,614+29.2% | $2,266-7.9% | $2,203-5.3% |
| Participant deferral / active EE | $5,363 | $2,844+88.6% | $3,560+50.7% | $3,192+68.0% |
| Admin fee / account holder | $1,081 | $3,958-72.7% | $4,821-77.6% | $4,297-74.9% |