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 8-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 | $13,316 | $142,344-90.6% | $119,609-88.9% | $134,475-90.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -26.25% | -12.44%-13.8pp | -14.97%-11.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,466 | $5,222-71.9% | $4,232-65.4% | $4,740-69.1% |
| Participant deferral / active EE | $2,039 | $6,469-68.5% | $5,602-63.6% | $6,400-68.1% |
| Admin fee / account holder | $1,050 | $13,584-92.3% | $10,323-89.8% | $11,426-90.8% |