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 | $11,806 | $57,354-79.4% | $83,848-85.9% | $64,186-81.6% |
| Participation rate | 93.0% | 68.6%+24.4pp | 76.1%+16.9pp | 69.6%+23.5pp |
| Annual return | -14.43% | 11.38%-25.8pp | 850.88%-865.3pp | 7.63%-22.1pp |
| Employer contribution / active EE | $2,750 | $2,545+8.0% | $3,631-24.3% | $2,381+15.5% |
| Participant deferral / active EE | $3,534 | $2,993+18.1% | $4,082-13.4% | $3,470+1.9% |
| Admin fee / account holder | $1,507 | $4,046-62.7% | $5,478-72.5% | $4,888-69.2% |