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 6-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 | $8,773 | $71,883-87.8% | $86,677-89.9% | $68,494-87.2% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+19.0pp |
| Annual return | -20.73% | 3.52%-24.3pp | 35.91%-56.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,526 | $2,173-29.8% | $2,836-46.2% | $2,596-41.2% |
| Participant deferral / active EE | $2,831 | $3,779-25.1% | $4,656-39.2% | $4,027-29.7% |
| Admin fee / account holder | $427 | $6,112-93.0% | $7,493-94.3% | $5,403-92.1% |