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 8-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 | $17,138 | $100,754-83.0% | $86,677-80.2% | $134,475-87.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.64% | 29.04%-52.7pp | 35.91%-59.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,090 | $3,489-68.8% | $2,836-61.6% | $4,740-77.0% |
| Participant deferral / active EE | $7,706 | $5,338+44.4% | $4,656+65.5% | $6,400+20.4% |
| Admin fee / account holder | $682 | $10,926-93.8% | $7,493-90.9% | $11,426-94.0% |