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 | $8,604 | $167,484-94.9% | $151,611-94.3% | $134,475-93.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -24.22% | 7.80%-32.0pp | 3.33%-27.5pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,344 | $6,829-65.7% | $6,166-62.0% | $4,740-50.6% |
| Participant deferral / active EE | $5,295 | $8,986-41.1% | $8,363-36.7% | $6,400-17.3% |
| Admin fee / account holder | $1,606 | $13,783-88.3% | $11,616-86.2% | $11,426-85.9% |