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 | $5,657 | $97,757-94.2% | $83,848-93.3% | $135,375-95.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.68% | 1287.37%-1305.0pp | 850.88%-868.6pp | 519.73%-537.4pp |
| Employer contribution / active EE | $782 | $4,222-81.5% | $3,631-78.5% | $4,779-83.6% |
| Participant deferral / active EE | $1,345 | $4,682-71.3% | $4,082-67.1% | $5,609-76.0% |
| Admin fee / account holder | $312 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |