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 | $18,507 | $135,635-86.4% | $110,238-83.2% | $135,375-86.3% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -13.09% | 513.19%-526.3pp | 314.74%-327.8pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,834 | $4,906-62.6% | $3,826-52.1% | $4,779-61.6% |
| Participant deferral / active EE | $3,826 | $5,506-30.5% | $4,672-18.1% | $5,609-31.8% |
| Admin fee / account holder | $317 | $11,457-97.2% | $8,547-96.3% | $10,827-97.1% |