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 8-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 | $4,895 | $92,703-94.7% | $82,719-94.1% | $134,475-96.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -21.02% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $760 | $3,274-76.8% | $3,009-74.7% | $4,740-84.0% |
| Participant deferral / active EE | $2,528 | $4,802-47.4% | $4,395-42.5% | $6,400-60.5% |
| Admin fee / account holder | $431 | $5,983-92.8% | $5,329-91.9% | $11,426-96.2% |