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 | $19,382 | $138,065-86.0% | $123,544-84.3% | $135,375-85.7% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -12.80% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,076 | $5,151-79.1% | $4,628-76.7% | $4,779-77.5% |
| Participant deferral / active EE | $2,979 | $6,799-56.2% | $6,426-53.6% | $5,609-46.9% |
| Admin fee / account holder | $1,726 | $10,916-84.2% | $9,284-81.4% | $10,827-84.1% |