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 | $18,683 | $138,065-86.5% | $123,544-84.9% | $135,375-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -35.29% | 153.68%-189.0pp | 119.20%-154.5pp | 519.73%-555.0pp |
| Employer contribution / active EE | $6,554 | $5,151+27.2% | $4,628+41.6% | $4,779+37.1% |
| Participant deferral / active EE | $7,068 | $6,799+4.0% | $6,426+10.0% | $5,609+26.0% |
| Admin fee / account holder | $936 | $10,916-91.4% | $9,284-89.9% | $10,827-91.4% |