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 9-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 | $17,587 | $82,664-78.7% | $125,339-86.0% | $68,494-74.3% |
| Participation rate | 77.4% | 75.0%+2.3pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,840 | $3,381-45.6% | $4,814-61.8% | $2,596-29.1% |
| Participant deferral / active EE | $3,038 | $6,110-50.3% | $7,446-59.2% | $4,027-24.6% |
| Admin fee / account holder | $728 | $6,275-88.4% | $10,010-92.7% | $5,403-86.5% |