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 | $18,098 | $127,100-85.8% | $105,738-82.9% | $135,375-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -29.24% | 4.49%-33.7pp | 6.27%-35.5pp | 519.73%-549.0pp |
| Employer contribution / active EE | $2,052 | $4,107-50.0% | $3,268-37.2% | $4,779-57.1% |
| Participant deferral / active EE | $8,540 | $5,064+68.6% | $4,080+109.3% | $5,609+52.3% |
| Admin fee / account holder | $1,620 | $9,087-82.2% | $6,913-76.6% | $10,827-85.0% |