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 | $3,593 | $211,958-98.3% | $169,463-97.9% | $135,375-97.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.32% | 3.26%-18.6pp | 1.83%-17.1pp | 519.73%-535.1pp |
| Employer contribution / active EE | $820 | $5,120-84.0% | $4,159-80.3% | $4,779-82.8% |
| Participant deferral / active EE | $1,884 | $6,075-69.0% | $5,277-64.3% | $5,609-66.4% |
| Admin fee / account holder | $788 | $11,471-93.1% | $9,109-91.3% | $10,827-92.7% |