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 9-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 | $12,900 | $138,044-90.7% | $125,339-89.7% | $134,475-90.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -21.41% | 750.33%-771.7pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,238 | $5,243-76.4% | $4,814-74.3% | $4,740-73.9% |
| Participant deferral / active EE | $2,619 | $7,799-66.4% | $7,446-64.8% | $6,400-59.1% |
| Admin fee / account holder | $446 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |