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 | $12,863 | $135,635-90.5% | $110,238-88.3% | $135,375-90.5% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -10.66% | 513.19%-523.8pp | 314.74%-325.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,526 | $4,906-68.9% | $3,826-60.1% | $4,779-68.1% |
| Participant deferral / active EE | $3,625 | $5,506-34.2% | $4,672-22.4% | $5,609-35.4% |
| Admin fee / account holder | $557 | $11,457-95.1% | $8,547-93.5% | $10,827-94.9% |