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 7-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 | $8,223 | $76,000-89.2% | $154,107-94.7% | $64,186-87.2% |
| Participation rate | 95.5% | 70.4%+25.0pp | 83.0%+12.4pp | 69.6%+25.9pp |
| Annual return | -9.84% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,118 | $3,351-36.8% | $5,298-60.0% | $2,381-11.1% |
| Participant deferral / active EE | $3,236 | $3,175+1.9% | $5,081-36.3% | $3,470-6.7% |
| Admin fee / account holder | $2,815 | $5,596-49.7% | $13,411-79.0% | $4,888-42.4% |