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 | $8,622 | $97,757-91.2% | $83,848-89.7% | $135,375-93.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -11.67% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,266 | $4,222-70.0% | $3,631-65.1% | $4,779-73.5% |
| Participant deferral / active EE | $3,823 | $4,682-18.4% | $4,082-6.3% | $5,609-31.8% |
| Admin fee / account holder | $1,626 | $6,674-75.6% | $5,478-70.3% | $10,827-85.0% |