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 3-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 | $4,012 | $109,982-96.4% | $97,226-95.9% | $145,922-97.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -31.33% | 242.90%-274.2pp | 75.13%-106.5pp | 561.29%-592.6pp |
| Employer contribution / active EE | $1,472 | $3,084-52.3% | $2,729-46.0% | $4,660-68.4% |
| Participant deferral / active EE | $1,851 | $4,676-60.4% | $4,264-56.6% | $6,688-72.3% |
| Admin fee / account holder | $720 | $6,221-88.4% | $5,654-87.3% | $13,397-94.6% |