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 | $22,358 | $81,900-72.7% | $119,609-81.3% | $68,494-67.4% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -19.35% | -23.82%+4.5pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,688 | $2,693+74.0% | $4,232+10.8% | $2,596+80.5% |
| Participant deferral / active EE | $7,964 | $4,148+92.0% | $5,602+42.2% | $4,027+97.8% |
| Admin fee / account holder | $1,034 | $6,582-84.3% | $10,323-90.0% | $5,403-80.9% |