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 6-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 | $6,327 | $73,004-91.3% | $90,749-93.0% | $68,494-90.8% |
| Participation rate | 92.0% | 70.8%+21.2pp | 75.7%+16.3pp | 67.9%+24.1pp |
| Annual return | -19.77% | -13.81%-6.0pp | -12.16%-7.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,361 | $2,193-37.9% | $2,921-53.4% | $2,596-47.6% |
| Participant deferral / active EE | $1,708 | $3,627-52.9% | $4,564-62.6% | $4,027-57.6% |
| Admin fee / account holder | $420 | $5,896-92.9% | $8,445-95.0% | $5,403-92.2% |