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 | $4,766 | $73,867-93.5% | $143,757-96.7% | $68,494-93.0% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -21.13% | 1.01%-22.1pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,500 | $3,184-52.9% | $4,951-69.7% | $2,596-42.2% |
| Participant deferral / active EE | $4,068 | $3,384+20.2% | $5,637-27.8% | $4,027+1.0% |
| Admin fee / account holder | $1,120 | $5,755-80.5% | $14,673-92.4% | $5,403-79.3% |