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 4-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 | $5,278 | $82,286-93.6% | $68,791-92.3% | $134,475-96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -3555.00% | -2.19%-3552.8pp | -6.38%-3548.6pp | 417.96%-3973.0pp |
| Employer contribution / active EE | $2,128 | $3,301-35.5% | $2,655-19.8% | $4,740-55.1% |
| Participant deferral / active EE | $4,745 | $4,739+0.1% | $3,941+20.4% | $6,400-25.9% |
| Admin fee / account holder | $1,383 | $6,481-78.7% | $4,932-72.0% | $11,426-87.9% |