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 | $12,264 | $160,055-92.3% | $140,016-91.2% | $135,375-90.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.13% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,701 | $6,420-73.5% | $5,606-69.7% | $4,779-64.4% |
| Participant deferral / active EE | $3,621 | $7,642-52.6% | $6,927-47.7% | $5,609-35.4% |
| Admin fee / account holder | $418 | $13,328-96.9% | $10,705-96.1% | $10,827-96.1% |